Do’s and Don’ts in an Uncertain Time

Local financial experts give tips for monitoring your wealth in 2021. Ginny McCabe has more for NKY Magazine: https://www.bestofnky.com/dos-and-donts-in-an-uncertain-time/

Getting Ready for the Future

(Contributed)

Financial Experts Jason Katz and John VanWeelden share tips and advice for 2020 in Cincy Magazine’s Guide to Wealth Management: http://cincymagazine.com/Main/Articles/Getting_Ready_for_the_Future_6368.aspx