Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
Behavioral economics studies unconscious biases that can affect investors’ decision making. Understanding these biases can improve your financial decisions.
The Tax Benefits of Donor-Advised Funds
Donor-Advised Funds are a tax-efficient way to donate to charity. Is a DAF right for you?
Are You Prepared For An Estate Tax Sunset?
Many tax cuts from 2017 are scheduled to expire in 2026. Tax planning can make sure you're ready for the changes.
Ohio EdChoice Eligibility Has Expanded – How Can It Help Your Family?
Ohio's EdChoice Expansion Scholarship is now available to nearly all K-12 Ohio private school students. How much can you get & how will affect your family's finances?
“Moneyball” Your Retirement: What Baseball Can Teach You About Financial Planning
In baseball and retirement planning, you should focus on getting on base, not watch the game, and remember that one game is not a season.
Investment Risk Management: Asset Allocation and Dollar-Cost Averaging
Your investment portfolio should be designed with your financial goals in mind. How you purchase investments and the mix of investments you purchase are essential to achieving these goals.