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Talk…about money

The Fed, the Rates, and Why the Market Gets Jumpy

The Fed, the Rates, and Why the Market Gets Jumpy Every time the Federal Reserve sneezes, the financial world catches a cold — or at least throws a fit. One minute the market’s up, the next it’s doing somersaults, all because someone in a suit at the Fed used a...

What the Bengals Can Teach Us About Investing

It’s that time again — Who Dey Nation dusts off their jerseys, dreams of deep playoff runs, and overanalyzes every preseason snap. Yep, the Bengals are back. Hope is high, Joe and the wide receivers are healthy (fingers crossed), and the schedule looks tough but...

When To Call Us

You know how most folks meet with their financial advisor once or twice a year — maybe at tax time or when it’s time for the annual review? That’s great, and it keeps things on track. But life doesn’t always follow a neat calendar. Sometimes, big things happen between...

Rent Vs Own?

Ah, the classic question as you near retirement: Should I own my home outright, or keep renting? It’s not as black-and-white as it looks on a spreadsheet — especially if you’re looking at retirement as the time to simplify, travel more, or just stop fixing leaky...

Summer Thoughts

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...

Back To School…ALREADY???  

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...

Winter & Summer Homes?

The dream: flip-flops in Florida from November to April, (they do have a few Skyline’s down there!) then Montgomery Inn BBQ and grandkid chaos up north all summer long. The two-home retirement fantasy is real — and frankly, with the right planning, it can be a...
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