Merry Christmas and Happy New Year!
- Doug Kinsey
- 23.12.2021
- merry christmas
Best wishes for a joyous Christmas and the very best New Year!
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Can Working With Us Increase Your Happiness?
- Doug Kinsey
- 10.12.2021
- Financial Planning
People with Financial Advisors Are Happier Than Those Without: A New Report from Herbers & Co.
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Omicron and the markets
- Doug Kinsey
- 30.11.2021
- markets
Omicron and The Markets Since last Friday, the emergence of the Omicron strain of the Covid virus has had an impact on the markets. As has been the case since the ...
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Happy Hanukkah!
- Doug Kinsey
- 28.11.2021
- Hanukkah
Wishing you a very happy Hanukkah! May your candles burn bright this season!
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Happy Thanksgiving!
- Doug Kinsey
- 24.11.2021
- Thanksgiving
Wishing you and yours a wonderful Thanksgiving holiday!
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Estate Planning Horror Stories
- Doug Kinsey
- 29.10.2021
- Estate Planning
Estate Planning Horror Stories: 5 Nightmare Scenarios That Will Scare You Into Action This is a re-posting of a blog published by our friends at Vanilla, an estate ...
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A New Covid-19 Resource for You
- Doug Kinsey
- 22.09.2021
- Covid-19
A New Covid-19 Resource For You Yesterday, Channel 2 News in Dayton published an article regarding a new Covid-19 resource that was created by the microCovid Project, ...
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Mutual Funds Update - Cost Reduction
- Doug Kinsey
- 16.09.2021
- Investments
Mutual Funds Update - Acting as Your Fiduciary Advisors One of our duties as your fiduciary advisors is to improve on mutual fund expenses wherever possible. To that ...
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A Significant Hurdle for ESG Investors
- Doug Kinsey
- 11.08.2021
- ESG
The Corporate Monarchy I've recently been doing some overall research on our ESG portfolios, and have spent some time in one of our evaluation tools, YourStake.org, ...
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Happy Independence Day!
- Doug Kinsey
- 04.07.2021
- Independence Day
Happy Independence Day Everyone!
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