Wrapping Up May with Some Lasting Thoughts   School’s out for summer as Brent finished teaching the financial planning capstone class at the University of Cincinnati.  […]

A Tale of the World’s Worst Investor By Ben Carlson This month, we look at a recent blog post from Ben Carlson of Ritholtz Wealth Management. […]

Infinite Wealth Planning Is Growing! We are adding client service support!   Due to the continued success and trust you’ve placed in our firm and our […]

March Market Madness: What to think Market Trends and Your Investment Strategy I am sure it comes as no surprise to you all, market sentiment saw […]

Taxes and the Turning of the Seasons February Planning Insights   Tax season is officially here! We understand that navigating this process can be challenging. While […]

Worried About Your Portfolio? Financial Planning In a Headline-Driven World   If you’ve been thinking a bit more about your portfolio amongst news headlines lately, you […]

Does a Strong Economy Mean a Strong Stock Market?    As we mentioned in our December newsletter, stocks limped into the end of 2024 after a […]

Financial Planning in Light of Recent Tragedies   From the flooding experienced in Western North Carolina to the recent wildfires in California, the past year has […]

Year-End Market Review: Resilience, Rate Cuts, and What to Expect in 2025   2024 is officially coming to a close, and the market action towards the […]