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Beyond Your Finances

Technology to Make Social Distancing Easier

Technology to Make Social Distancing Easier Throughout the COVID-19 crisis, many of us have discovered new ways to use technology to make social distancing easier.  We recently shared how we’re adapting to Ohio’s Stay at Home Order in our “What’s Happening” blog post. Our Fall 2019 Client Education Workshop featured speaker John Diehl of Hartford…

Market Commentary

Investment Webcast: 3rd Quarter 2018

Here is the link to our 3rd Quarter Investment Webcast!  This quarterly call started with a review of the asset class returns for the year.  We focused most of the discussion on the current spike in volatility and the potential causes for this recent change.  We also reviewed the historical relationship between domestic stock markets…

Don’t Pay More Simply Because You Have More Money.