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In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
Life Insurance is NOT for Saving
Careful! Avoid buying life insurance as a savings strategy! Stop buying it as a tax-deferral vehicle for retirement savings! Insurance of any kind is a risk-management tool. From our perspective, an individual should buy life insurance for one reason: because there will be a financial impact on one’s family or business if they unexpectedly die. […]
Market Highly Dependent On Actions of 3 – Week Ended 6/21/19
With just one week remaining in the month of June, the 2Q was a decidedly bumpier and more uncertain experience than enjoyed in the first 3 months of 2019. Make no mistake however, the most recent 18 months have been anything but smooth sailing (but aside from 2017, the market rarely is) as trade disputes […]
Soft Economic Data an Investor’s Friend? – Week Ended 6/14/19
Global equity markets are enjoying a swift recovery following their “distracting” adjustment last month. The S&P500 is up +5% over the first 10 trading days in June (thru 6/14), even as the trade dispute between the US and China is yet to show tangible signs of renewed repair. For the most part, improvement is being […]
Undistracted – Market Commentary for June
If you travel through the village of Mantua in northeast Ohio, don’t drive with a dog in your lap. Determined to stop distracted driving, the police are aggressively issuing tickets to curb behaviors such as driving with an animal sitting in your lap or texting. All around the world, new laws are being written to […]
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