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Tuesday, June 22, 2021

At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed raised its inflation expectation to 3.4%,...

Monday, June 7, 2021

By: Jeff Daniher The level of reported cyberattacks continues to expand. What can you do to minimize your risk of being a victim? The joke about not having to outrun the bear, only having to outrun your partner, has significant...

Thursday, June 3, 2021

We hope this email finds you doing well, and that you had an enjoyable Memorial Day holiday. While volatility was back in the month of May, overall performance was quite positive. The following piece shows which sectors performed well,...

Monday, March 29, 2021

This time of year, we tend to field lots of questions about what records need to be maintained, and what can be pitched. Here is a great article from the Wall Street Journal that addresses this topic: https://link.edgepilot...

Thursday, March 18, 2021

Yesterday, it was announced that the tax filing deadline has been extended from April 15th to May 17th this year. Please see the following news release from the IRS: Tax Filing Deadline Extended to May 17 For anyone that was scrambling...

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Wednesday, March 17, 2021

We hope this email finds you off to a great start to the week. The following article from Capital Group (the American Funds mutual fund family) struck us as being very interesting. There are definitely some major themes that may be...

Monday, January 18, 2021

The Thursday night YouTube Premiere concert by Bill Kanengiser was a huge success, and we were thrilled with how many people were able to join in. If you wanted to enjoy the concert, but your schedule didn't allow you to attend, you...

Monday, December 21, 2020

Monday, November 23, 2020

Here in Cincinnati, it's a rather cold, dreary Sunday morning in the midst of spiking COVID numbers. The fall leaves are gone, and the prospect of a long winter is staring us in the face. Yet, I'm sitting here in my home office (while...

Friday, October 9, 2020

Happy Friday! We recently came across a really good article diving into details around Health Savings Accounts, and we thought you might find it of interest. This is a tool that more and more people are using. Health Savings Accounts...

Tuesday, September 22, 2020

Happy Tuesday morning. The Federal Reserve, along with Central Bankers across the globe, have concentrated all of their monetary firepower on keeping interest rates low. When asked about when rates may start to increase, the rumored...

Wednesday, August 26, 2020

We all hope this email finds you doing well, and staying healthy. We have had a lot of questions lately about the upcoming election, and how it may impact the markets. Blackrock recently released a great piece that analyzes this, and...

Friday, June 26, 2020

We are seeing regular updates right now about what college may look like for students this fall. Obviously there is a lot in the air with COVID-19, and how schools are choosing to handle in person versus online learning. But not matter...

Friday, June 5, 2020

Happy Friday to everyone. Jeff recently found a really great summary article about where we currently stand with COVID-19. It's hard to believe that we are now a half year into this new reality, as there are times that it feels like...

Wednesday, May 20, 2020

The current state of our world has left many of us with a overarching malaise brought on by FUD: Fear, Uncertainty and Doubt. While not a part of normal medical terminology, it most definitely is an emotional state that can be...

Friday, May 8, 2020

We hope this email finds you doing well at the end of the week. Early on in this pandemic, we wrote to you with a few new terms that we suggested would become part of our everyday vocabulary: Social Distancing and Flattening the Curve....