Arnold Palmer Statue with rainbow

We have several connections to the “King” in our firm, not the least of which is our very own Chad Warmbein who had the honor of playing in the Palmer Cup at Latrobe Country Club the past two years. It’s hard to imagine the world without Arnold Palmer; he was such a permanent figure, not […]

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Image of Samuel Brady - Brady's Leap

Many of you from Northeast Ohio area are familiar with “Brady’s Leap,” if only from the eponymous Ohio Turnpike service plaza at mile marker 197. For those of you who are not native to the area or simply need a refresher of this legend, gather round.  CAPTAIN SAMUEL BRADY Captain Samuel Brady came from a […]

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Another fiduciary rule? This coming Wednesday: “Hump Day” or “Wacky Wednesday”? The U.S. Department of Labor has an opportunity to make a historic ruling that will benefit everyone saving for retirement. The final version of the highly anticipated “Fiduciary Rule” is to be announced on Wednesday, April 6. Why is this important? The fiduciary standard […]

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10 year treasury yield graph

Over ONE TRILLION DOLLARS is managed by the top ten bond mutual funds, according to Forbes. This vast pool of assets controlled by a few players affects the whole asset class. In our whitepaper, “Bondmageddon: A Whitepaper on the Hidden Risks and Costs of Bond Mutual Funds,” we discuss the current landscape of these investments […]

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University of Michigan Campus

If you have children or grandchildren and have the soaring costs of college education on your mind, you might want to consider a 529 plan as part of an overall long-term savings strategy.

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