by Joe Lind | Aug 7, 2025 | Financial Preparedness
Let’s face it — sitting down with a financial advisor can feel a little like visiting the dentist. You know it’s good for you, but you might be secretly dreading it. And just like at the dentist, there are always those questions bouncing around your head that...
by Joe Lind | Jul 31, 2025 | Financial Preparedness
A Few Summer Thoughts: Ah, the slow days of summer in Cincinnati — the crack of the bat at Great American Ball Park, the hopeful chatter about what the Bengals might look like this fall, and maybe a little more time to kick back on the porch. I’m not here to interrupt...
by Joe Lind | Jul 20, 2025 | Financial Preparedness
Wait… is that a Back-to-School display already? Yep — somewhere between the Fourth of July fireworks and the last bite of your grilled burger, retailers snuck in the backpacks, pencils, and “First Day of School” signs. And just like that, summer is flying by...
by Joe Lind | May 13, 2025 | Financial Preparedness
Written by Greg Beck, Chief Growth Officer and M&A Advisor at FocalPoint Advisory Services , and Joe Lind, CEO at Dinergy Wealth Management Most business owners think wealth advisors only show up after the sale—when the wire hits and it’s time to figure out what...
by Joe Lind | May 8, 2025 | Financial Preparedness
If there’s one complaint we hear all the time from people coming to us from other wealth advisors, it’s this: “I don’t feel like I was being listened to.” It’s frustrating. You sit down, talk about your goals, and—before you even finish your sentence—you’re handed a...
by Joe Lind | May 1, 2025 | Financial Preparedness
We love Nassim Taleb around here. His idea of “antifragility”—systems that don’t just survive stress but thrive because of it—is a concept that hits home for investors, especially when markets are bouncing around like a toddler after cake. The truth? Your financial...
