Blog and Podcast

Red Flags of Investment Fraud

You have likely seen the local headlines. An apparent $50+ million investment fraud is unwinding in northeast Ohio, with a former high school basketball coach and self-proclaimed single-family real estate expert being accused of bilking investors in a Ponzi scheme. … Continue reading

Ep 105: The Story of Dr. Smith

Hear the story of Dr. Smith and how his retirement concerns are likely similar to many of your own. How do I select a good advisor? What to do with my employer retirement plans? How do I transition my healthcare? Hear all of this plus estate planning issues and Dr. Smith’s reflections on his retirement transition in this jam-packed episode.  Continue reading

Rational Investing Through A Down Market

Investment markets have been providing investors a rough ride in 2022. While falling markets can be worrisome, a rational reminder to understand markets and risk may help keep things in perspective. Emotions & Averages A typical first response to unsettling … Continue reading