News
Looking Ahead and Planning Moving Forward
Thoughts From Don What an interesting year this has been. From extreme economic downturn and unemployment due to a pandemic to recovery signs and swings in both directions. The latest…
Read MoreHonoring Veterans Day
First recognized as Armistice Day, Veterans Day originated as a day to reflect upon the heroism of those who died in our country’s service. It was commemorated on the “11th…
Read MoreHow Safe is an Insurance Company?
An Inside Look at the Insurance Industry and the Regulations that Keep it in Check Answering the Question: How Safe is an Insurance Company? When you think about the car…
Read MorePolitics and the Market
Rest assured, investors have prospered in markets even during difficult political times. The average return of the S&P 500 Index is approximately 11% since the end of World War II,…
Read MoreThe Power of the Federal Reserve
Many of you know that our monetary system is run by an organization called the Federal Reserve… it has a unique ownership if you will in that it’s not an…
Read MoreA Note About Moving Forward
A note about moving forward… Our top priority will always be your safety and security. Whether it be in the office or at an outside venue, stringent cleaning and…
Read MoreCelebrating Military Appreciation Month
Since 1999, National Military Appreciation Month (NMAM) has been celebrated every May, honoring current and former members of the U.S. Armed Forces, including those who have died in the pursuit…
Read MoreThree Things You Can Do Right Now
Schedule 15 Minutes with Don Three Things You Can Do Right Now 1. Schedule a Risk Exposure Review 2. Request a Retirement Income Analysis 3. Develop a Holistic Financial Plan…
Read MoreRoss and Family of Clients Donate Over $20K To Make A Wish
On December 11, 2019, we hosted a client appreciation event at McConnell Arts Center in Worthington. We invited everyone to explore their artistic side by painting a holiday scene on…
Read More