Here’s a look at how you—or someone you care about, such as your children or other relatives—can prepare to deal with sudden wealth effectively to realize amazing opportunities while avoiding the many pitfalls of “striking it rich."

Sudden Wealth : What Should You Do If You Strike It Rich?

Navigating the complexities of a sudden wealth requires careful consideration beyond the initial excitement. The impact on personal relationships, the temptation towards excessive spending, and the risk of poor financial decisions highlight the importance of a measured approach. Seeking professional advice to assess one’s new financial situation is crucial in

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Q4 2023 Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It includes a global overview, as well as features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features

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Year-end tax planning is an important aspect of your comprehensive financial plan for 2024 and beyond.

Tax-Planning: Your Year-End Checklist

As the New Year approaches and the busy holiday season is upon us, your year-end tax planning may not be top of mind. You may well want to put off this work until January 1st or even April 15th, but doing this could lead you to overpaying – or facing

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Utilize financial planning strategies for Ohio farmers and agribusinesses to build a secure future.

Cultivating Prosperity: Financial Planning Strategies for Ohio Farmers and Agribusinesses

Agriculture forms the backbone of Ohio’s economy, with its rich farmlands and thriving agribusinesses. However, the road to financial success in farming and agribusiness can be challenging, requiring careful planning and strategic decision-making. By implementing effective financial strategies, Ohio farmers and agribusiness owners can not only weather economic uncertainties but

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