What the heck is this company doing in my ESG fund?
Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.
Looking for a fiduciary near me? Here is what a personal CFO actually does, the ongoing, fee-only role that looks after your whole financial life across Northern Kentucky and Greater Cincinnati.
The holidays have a way of sneaking up on your wallet. Between gifts, travel, food, decorations, and a dozen small "just this once" purchases, it's easy to end January staring at a credit card bill that doesn't match the memories you made. A little planning now can mean a lot less stress later.
Life after divorce for women is a rebuilding of your finances and yourself. A warm, practical guide to the concrete steps that help you start over. Serving NKY & Cincinnati.
As parents age, helping with life tasks often falls to the eldest daughter, by default. A term has emerged to describe this: the daughterhood penalty, or what we call the daughter tax. Here’s how to navigate this so that no one feels over-burdened.
The anxiety among investors is understandable, given sky-high inflation, stock market losses, the war in the Ukraine, and looking mid-term elections. However, now is not the time to panic. One of my favorite quotes from Mark Twain is “History doesn’t repeat itself, but it often rhymes”. And what is happening today, certainly rhymes with what we have seen in the recent past.