Tax Code in Motion: Preparing for 2025 What the Latest Legislative Proposals Mean for Your Wealth Plan   The Senate has officially passed its version of the […]

Geopolitical Tensions & Market Resilience Separating Long-Term Economic Impact from Short-Term Market Reactions   Wow! Markets have come full circle since the lows in April and […]

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 […]