Alpha Insights

We have some big news…we’re moving!  We will remain in Solon…just down the street.  Our move date is scheduled for Friday, June 13th and our office will not be open […]

Happy February everyone! Where does the time go? As we’ve turned the page from 2024 and are “frigidly” underway in 2025, I’m sure all of you are relieved to be

Most financial “media” pundits like to come out with a New Year’s market outlook during the holidays or first week of January. This year, I intentionally wanted to wait until

Unlike your working years while receiving a single paycheck, in retirement you are responsible for ensuring taxes are paid on your income from various sources.  Surprisingly, your cash flow may

Life is short…even if you live to 100 years old!  You hear it all the time.  “If only I knew “Joe” was going to pass away so soon, I would

The Impact of a Potential Recession From the naked eye, the financial markets look concerning. The S&P 500 is coming off its worst week since the early days of Covid-19

Do you have someone in your life who is graduating this spring? The form and function of graduation gifts can be sticky territory. It’s important to consider not only the

Once investors conquer the hurdle of saving versus spending as I discussed in my previous behavioral finance article “Delayed Gratification,” they are then faced with the challenge of overcoming certain

Please join Crystal and I in congratulating Aaron on earning his Chartered Financial Consultant® (ChFC®) designation.  This designation is well-suited to accompany his CERTIFIED FINANCIAL PLANNER™ (CFP®).  The ChFC® program