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Managing a portfolio is like driving a car blindfolded. Even the most skilled analysts miss the mark more often than not. Our approach is different.

It’s that time of year again where bookbags, notebooks and pens line the shelves at the stores. Technology companies flood television ads with commercials for the latest laptops and notepads.

Catch Me If You Can was one of my favorite movies when it was released 16 yrs ago – And not just for then (and now) heartthrob, Leonardo DiCaprio. I found the premise fascinating. The movie is based on the real-life story of..

My family and I moved last week, and I am the proud owner of a brand new 30-year fixed mortgage loan. At our closing, the person with the title agency showed me the amortization table and said, “Don’t be overwhelmed by

The initial process of creating an estate plan can be pretty involved; this tends to make people avoid reviewing it again for years.

Columbus is growing at a fast pace & finally getting the recognition it deserves.

What if you had to make the biggest investment decision of your life before ever having any investment experience? Guess what – your kids do. Watching your kids go through the college planning process is as stressful as it gets. Will they get into their dream school? Will they put themselves in an environment that doesn’t distract them too much? Will I ever see them again?? Unfortunately, the question that not enough parents are taking seriously is, “will they walk away from college in a position to support themselves, and pay off their student loans in a reasonable amount of time?”

Certain types of inheritances may require you to make some decisions right away, but it’s crucial to be conservative in your actions and allow yourself some time

White sandy beaches. Snow-capped mountains. The buzzing streets of Hong Kong. No matter what your ideal holiday is, the reality is most of us fantasize about travel in retirement. As a matter of fact, according to the TIAA Transition..

Since I miss football season so much, I had to throw this one in for a little fun.  When I was in college, I had a notebook that I used specifically for nerdy exercises like this.  One was a baseball lineup of the buildings on Ohio State’s campus.  Don’t try too hard to make sense of that.  One was a list of my friends and which characters we would be on the show 24.  Stick with me here because there is a purpose, and yes, a quick jab at the Browns if you make it all the way to the end.