Blog Posts

Cincinnati–Cincinnati Financial Advisor Howard Kaplan announced today that he will be joining with Dayton-based firm Riegel Financial as an owner, expanding the Dayton firm’s footprint into Cincinnati and providing Kaplan’s clients with additional services, support and experience. The move came as a result of a two-year process from Kaplan, who researched, analyzed and interviewed firms […]

Tax Planning for the Self-Employed Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here […]

A sponsored IRA might be just the thing to help your staff save for retirement If you haven’t yet thought about setting up a retirement plan for your employees, you’re not alone. The task didn’t make the to-do list of nearly a quarter of the 1,600 owners of small and medium-sized businesses recently surveyed by […]

The risk involved in owning too much (usually defined as 30% or more) of one stock, what’s known as concentrated equity, is pretty apparent – too many eggs in one basket. What’s trickier is why some investors have such difficulty remedying a situation that can pose a real threat to their long-term financial security. Concentrated […]

Understanding your tolerance for risk is crucial to mitigating it Risk is inherent in investing, and it comes in many forms. Since risk and reward go hand in hand, understanding each major type of risk you face and your ability and willingness to take on risk, generally described as your risk tolerance, is crucial to […]