Prepping for 2025
The start of the greatest transition of generational wealth Predicted to be the start of the greatest transition of wealth,…
The Best of Both Worlds
World-class investing with small-town personal service at James Investment When you’re looking for a firm to help manage your money,…
Get a Financial Checkup
James Investment offers advice for medical/health care professionals Founded in 1972 in rural Alpha, Ohio, James Investment has grown, spreading…
Making the Most of Giving
Foster & Motley offers insight into gifting strategies When it comes to giving, our nation is charitable almost to a…
Do’s & Don’ts of 2023
Local financial experts give top tips for monitoring wealth As we reflect on the future, investors will once again take…
Getting Back on Track After the Holidays
Wealth advisers stress the importance of maintaining discipline This time of year, it’s easy to get caught up in the…
Fostering Growth
Wealth management firm spreads its wings into Dayton area With its “client first” business strategy, it’s easy to see how…
Local Assistance
Miamisburg-based Beyond Wealth Advisors helps clients avoid some of the financial pitfalls of a divorce By Lauren Runyon, CDFA, APMA…