by Joe Lind | Jan 16, 2025 | Financial Preparedness, Uncategorized
It is a little late for Christmas gifts but you can ALWAYS give the gift of knowledge. When someone like you shares their knowledge with others, it can have a strong and positive effect. Examples of trusted resources include but are not limited to:...
by Joe Lind | Jan 14, 2025 | Investing, Uncategorized
The new college football playoffs are stirring up conversations—some people love the excitement, while others aren’t sold. But one thing’s for sure: it’s a work in progress. That first-round bye might sound ideal, but sometimes a challenging first game builds the grit...
by Joe Lind | Jan 9, 2025 | Uncategorized
High school basketball season is back! Players are transitioning from fall sports, dedicated hoopers are sharpening their skills, and teams are finding their rhythm. While it’s early, those first wins matter. They build momentum, boost confidence, and help set the...
by Joe Lind | Jan 6, 2025 | Uncategorized
As the cold air bites and snow blankets Cincinnati, it’s natural to start dreaming of summer—the sun, long evenings, and warmth that feels like a world away. But here’s the thing: those sunny days don’t just happen. You need to prepare now, whether it’s booking...
by Martin Murray | Nov 6, 2024 | Client Service
Thanks to Greg Beck over at FocalPoint Advisory Services for spending some time with our CEO Joe Lind to learn more about how and why we built Dinergy Wealth Management; how Joe finds that all important “me time” during the day; and why our focus on...
by Joe Lind | Nov 5, 2024 | Financial Preparedness, Investing, Nearing Retirement, Retirement, Uncategorized
Elections, regardless of the outcome, often lead to heightened uncertainty in both the political and economic landscapes. This uncertainty can introduce fluctuations in markets, shifts in policies, and potential changes to the broader economic environment. For...
by Martin Murray | Jun 17, 2024 | Uncategorized
TL;DR A 50-year deal with Saudi that has provided support for the dollar and reduced US interest rates is over. Saudi’s withdrawal last week from the deal that required global oil transactions to be completed in US dollars will likely increase interest rates in US as...
by Martin Murray | Sep 11, 2023 | Uncategorized
Where were you 22 years ago when you learned of the “small fire in a rooftop air conditioner compressor on the North Tower of the World Trade Center”? Who were you with when reports started flowing in minutes later that it was in fact a terrible accident...
by Martin Murray | Aug 10, 2023 | Uncategorized
Exec Summary The United States’ Credit Rating was downgraded recently. This should not have a direct impact on the average consumer and investor…today…but it could be a signal that both stock and bond markets may become more volatile as some large market...
by Martin Murray | May 20, 2023 | Uncategorized
A vacation is a wonderful way to unwind, explore new environments, and make memorable experiences. However, one key factor that can greatly influence the quality of your trip is money. Careful planning around finances can help you avoid unnecessary stress and ensure a...
