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Retirement Savings Tips for Small Business Owners

November 25, 2020

As an owner of a small business, you’ve proven that you’re a self-starter by operating a successful private enterprise. Of equal importance is applying your skills towards saving for your future. Here are some of the most popular tax

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Steer Clear of Money-Making Scams While You're Stuck at Home

November 18, 2020

Scammers are targeting people looking to make money while stuck at home.

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November Mid-Month Update

By Ryan Gilmer, CFA, CMT Chief Investment Officer   |  November 16, 2020

We hope you are doing well. Here is a recap of market performance for the month of November so far, and year-to-date: For the month, stocks are significantly higher, with US small cap and international stocks up double digits. US large caps are also firmly positive, while bonds are slightly up. For calendar year 2020, the S&P 500 remains the leader, and bonds are second best.

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How to Walk the Tightrope When Raising Prices

November 11, 2020

Raising prices can be fraught with risk during good economic times. So what happens if you try to raise prices during bad economic times?

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Saving Too Much Can Sometimes Be Expensive

November 4, 2020

When it comes to money topics, you’re always hearing how to save more. But even with the best of intentions, you can run into trouble when you try to save too much. Here are four ways that savings can get in your way and how you can correct

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BWC Approves $5 Billion for Ohio Employers

November 3, 2020

On November 2, the Ohio Bureau of Worker’s Compensation (BWC) Board of Directors approved Governor Mike DeWine’s request to send $5 billion in dividends to Ohio employers to ease the continued impact of COVID-19 on Ohio’s business c

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October Market Update


We hope you are doing well. Here is a recap of market performance for the month of October and year-to-date:

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