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Insights From Our Office

From Wall Street’s Dirt Road to Your First Paycheck: A Guide for Future Investors

This isn’t just a lesson for young kids. Teenagers, college students, and those in their early 20s are faced with even bigger financial decisions: student loans, buying their first car, paying rent, or even starting to save for retirement. These choices can shape long-term financial habits.

Aug 275 min read

What's the Secret to Growing from $27M to $2.2B?

You know, I often get asked. We often get asked, how did you get in central Ohio and Dublin, Ohio? How did you get from 27 million in client assets with a handful of clients in central Ohio, in the Columbus area to today, where we advise and manage over $2.3 billion for clients in over 44 states. And first of all, it's not an easy answer.

Jun 294 min read

Why Taxes, Not Seasonality, Should Drive Your Next Move

July has historically been the best-performing month of the year. So if you moved to cash last month, odds are you’ve missed a window of return that will be hard to recapture. Seasonal market patterns—like “Sell in May” and the “Santa Claus Rally”—may have historical data behind them, but they are statistically weak predictors of future performance. Missing just a few of the best market days (which often cluster around volatility) can derail long-term compounding—eve

Jun 84 min read