We are EXCITED to Announce…

…that our CEO, Adam Zuercher, has been named in the INVESTOPEDIA 100: Most Influential Advisors list!

This is an exciting honor as this list recognizes financial advisors with the greatest impact across social media and content channels including TV, radio, blogs and books.

Investopedia, the premier online source of trusted financial information and services, announced the inaugural INVESTOPEDIA 100, a ranking of influential financial advisors based on social, digital and event clout. Powered by a team of PhD data scientists and financial experts, Investopedia analyzed financial advisors based on their presence on social media platforms, traditional media outlets and blogs as well as their marketing efforts to rank 100 financial advisors.

“It’s become increasingly clear that financial advisors need to step up their game in order to keep pace with the popularity of robo-advising and passive investing. A brick and mortar location with little online presence will no longer cut it,” comments David Siegel, CEO of Investopedia. “The INVESTOPEDIA 100 represents the financial advisors who understand where the industry is headed and how to create a strong online presence and showcase their expertise to a much broader audience.”

The full list can be found here.

About Investopedia

Investopedia is the world’s leading online source of financial content, with more than 27 million unique visitors and 78 million pageviews each month. Powered by a team of data scientists and financial experts, Investopedia offers timely, trusted and actionable financial information for every investor, from early investors to financial advisors to high net worth individuals. Investopedia is wholly owned by IAC (NASDAQ: IAC) and operated by IAC Publishing, a collection of some of the web’s largest and most trusted digital media brands. For the latest in financial news and information, visit http://www.investopedia.com

 

June 2017 Market Update Video

The economy has sped up a bit during spring. In this month’s video, Tony takes a tour around Findlay as he talks about some of the major headlines that influenced markets in May. We hope this information offers insight into what these developments might mean for you as an investor.

If you have any questions after watching this video, or would like a second opinion on your portfolio, send us an email, or give us a call at (419) 425-2400. We would be happy to talk. Thanks for watching!

March 2017 Market Update Video

Since February was a record-breaking month for the economy, Josh and I decided we wanted to try to break a record of our own. Watch our video to find out how we did!

Also in this month’s video, we’ll discuss some of the major headlines that influenced markets in February — and provide insight into what these developments could mean for you as an investor.

If you have any questions about your portfolio after viewing this video, please give us a call at 419-425-2400, or send us an email. We would love to talk with you.

December 2016 Market Update Video

In this month’s update, I will discuss the major headlines that influenced the markets in November, and provide insights on what these developments mean for you as an investor.

If you have any questions or concerns, or want to discuss your portfolio, please give us a call at (419) 425-2400, or send us an email. We would love to talk with you.

Special 2016 Election Update – What effect will the result of the election have on your investments?

We know there is quite a bit of uncertainty surrounding the upcoming election. We have received calls from clients expressing their concerns about what the results would mean for their portfolio.

We put together a special update for you, and hopefully it will ease your mind as to what this election will mean for you and your investments.

If you have any questions or concerns after watching this video, please give us a call at (419) 425-2400.

Special September 2016 Market Update Video

In this video:

  • Tony gives an update on market related news over the last month
  • Discusses investing and politics
  • Discusses the power consumer spending and small businesses have on the overall economy.

Also, stay tuned to the end for a special profile interview with Dr. Greg Arnette, the owner of the local coffee shop We Serve. Coffee, located in downtown Findlay, Ohio.

Thanks for watching!

Hixon Zuercher June 2016 Monthly Video Update

What does Cavalier mean? Check out our monthly update to see how Tony’s favorite basketball team can relate to the Fed’s interest rate discussion.

Hixon Zuercher January 2016 Monthly Video Update

Hixon Zuercher September 2015 Monthly Market Update

Hixon Zuercher July 2015 Monthly Market Update