Category: Everything Else

Our Brand New Office Reveal Video

by Adam Zuercher | Dec 29, 2018 | Everything Else

We are very excited to finally reveal our BRAND NEW office to you all. Join Adam, Tony, and Kelsey...

REMODEL UPDATE: Our Progress

by Adam Zuercher | Sep 26, 2018 | Everything Else

UPDATE: our new office is coming along nicely! In this video, our CEO, Adam, talked with Kelsey...

Congratulations, Tony, on Your Accomplishment!

by Adam Zuercher | Jul 23, 2018 | Everything Else

We are delighted to announce that our Co-Founder and Chief Operating Officer, Tony Hixon, recently...

Time For Retirement…Now What? – Our Co-Founder and COO shares how tragedy changed how he approaches retirement with clients.

by Tony Hixon | Dec 21, 2017 | Everything Else

Last month, our COO, Tony Hixon, was featured on MarketWatch in an article on how financial advisors have dealt with personal tragedy. As you can imagine, this is not his favorite story to share, but at the same time, it is an...

Mixed Worldwide Markets – Weekly Update for June 12, 2017

by Adam Zuercher | Jun 12, 2017 | Economy, Everything Else, Investing, Leadership & Success, Personal Finance, Weekly Market Update

Markets were mixed last week with leading tech stocks falling dramatically as some investors...

Economic Volatility: Where Are The Markets In Response? – Weekly Update for June 5, 2017

by Adam Zuercher | Jun 5, 2017 | Economy, Everything Else, Investing, Personal Finance, Weekly Market Update

Last week, the S&P 500, Dow, and NASDAQ closed at all-time record highs. The S&P 500 rose...

Strong Markets & A Positive Outlook – Weekly Update for May 30, 2017

by Adam Zuercher | May 30, 2017 | Economy, Everything Else, Investing, Personal Finance, Weekly Market Update

The markets marched ahead last week with the S&P 500 and the NASDAQ reporting all-time...

Volatility Returns: The Markets’ Response to Change – Weekly Update for May 22, 2017

by Adam Zuercher | May 22, 2017 | Economy, Everything Else, Investing, Personal Finance, Weekly Market Update

Early last week, both the S&P and NASDAQ recorded all time highs before tumbling along with...

Mixed Signals, Positive Performance – Weekly Update for May 8, 2017

by Adam Zuercher | May 8, 2017 | Economy, Everything Else, Investing, Leadership & Success, Personal Finance, Weekly Market Update

Last week, stocks rose but floated within a narrow trading range. By Friday, however, both the...

Earnings, Taxes & International News: What’s the Market Impact? – Weekly Update for May 1, 2017

by Adam Zuercher | May 1, 2017 | Economy, Everything Else, Investing, Personal Finance, Weekly Market Update

Stocks continued their advance on generally strong earnings reports this week despite the GDP...

Stocks Up on French Election Uncertainty – Weekly Update for April 24, 2017

by Adam Zuercher | Apr 24, 2017 | Economy, Everything Else, Investing, Personal Finance, Weekly Market Update

Domestic stocks posted losses on Friday, April 21, largely due to investor concerns about the...

First Glance: What Does Our Economy Look Like This Year? – Weekly Update for April 17, 2017

by Adam Zuercher | Apr 17, 2017 | Economy, Everything Else, Investing, Personal Finance, Weekly Market Update

Last week, major indexes experienced losses for the second week in a row, with the S&P 500...

Free Stuff

Contact

Address: 101 W. Sandusky Street, Ste. 301, Findlay, OH 45840

Phone: 419-425-2400

How_To_Plan_For_Retirement_Income_That_Lasts_a_Lifetime_(2020) (003)