by Joe Lind | Mar 11, 2025 | Investing
March Madness is here—the time of year when brackets get busted, Cinderella stories unfold, and emotions run high. But while the chaos is thrilling on the court, it’s the last thing you want in your investment portfolio. Just like in basketball, investors fall victim...
by Joe Lind | Mar 6, 2025 | Investing
March Madness is full of surprises. Every year, we see overconfident fans (and analysts) predict a flawless bracket—only to watch a Cinderella team bust it wide open. The same thing happens in investing. Overconfidence bias makes us believe we can predict market...
by Joe Lind | Mar 4, 2025 | Uncategorized
Most of us know Joe Lind as our CEO. Or “the guy from Elder”. Here is a recent article from West Cincinnati Catholic Neighbors (Feb 2025) and a great view of his family life. THE LIND FAMILY: A CINCINNATI TRADITION For a city rooted in timeless traditions, time...
by Joe Lind | Feb 27, 2025 | Financial Preparedness
It is that time of year…AGAIN! Tax filings are due and most people wait far too long to get ready. Here is a quick check list of things to start thinking about now. You and your accountant will be happy you started early! Gather inventory of all your tax-related...
by Joe Lind | Feb 25, 2025 | Financial Preparedness
Fraudulent activity rises dramatically during tax season. And with the continued increase of electronic filing, it’s important to watch out for one type of fraud, in particular: tax identity theft. Tax identity theft is a scam in which bad actors steal the...
by Joe Lind | Feb 20, 2025 | Retirement
Life gets busy, and let’s face it—old 401(k)s can easily slip through the cracks. Maybe you changed jobs, moved on to bigger opportunities, or just got caught up in the hustle. If this sounds familiar, you’re not alone. Millions of people leave behind retirement...
by Joe Lind | Feb 18, 2025 | Investing
Rolling over a traditional IRA into a Roth IRA isn’t just a financial move—it’s a long-term strategy with powerful tax benefits. While these rollovers were all the rage a few years back, they’ve fallen off the radar for many. But for the right individual, they can...
by Joe Lind | Feb 12, 2025 | Retirement
The ball has dropped, the confetti’s been swept away, and for many, the New Year brings a shift in focus—from indulgence to self-improvement. After weeks of rich food, celebratory drinks, and the occasional dessert (or three), it’s no surprise that health goals take...
by Joe Lind | Feb 11, 2025 | Financial Preparedness
On Super Bowl Sunday, it’s easy to get caught up in the excitement of the game—the flashy commercials, the halftime show, and of course, the nail-biting moments on the field. But if you take a step back, it’s clear that getting to the Super Bowl isn’t just about...
by Joe Lind | Feb 6, 2025 | Investing
Black History Month is a powerful reminder of the resilience, innovation, and community strength that have shaped our world. As investment advisors, it’s a chance to reflect on how we can help create a more equitable future. Financial empowerment plays a huge role in...
