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Can Working With Us Increase Your Happiness?

People with Financial Advisors Are Happier Than Those Without: A New Report from Herbers & Co.
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Omicron and the 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!

Wishing you a very happy Hanukkah! May your candles burn bright this season!
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Happy Thanksgiving!

Wishing you and yours a wonderful Thanksgiving holiday!
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We're in the news!

We're in the news! Doug Kinsey was recently interviewed by Dennis Bova of the Dayton Daily News for an article about retirement financial considerations that was ...
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Estate Planning Horror Stories

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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Economic & Markets Update

Earnings Season October 18, 2021 Equity prices at home and abroad have traded higher since the end of a disappointing September. US stocks are nearing the top of the ...
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A New Covid-19 Resource for You

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

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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Artifex August 2021 Market Commentary

August Market Commentary September 8, 2021 Global equity prices were widely mixed in August. In broad terms, large-capitalization growth stocks continued their year-long ...
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