Jared Buttelwerth

Jared Buttelwerth

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I am extremely passionate about helping families and individuals with their finances.

I believe that every person deserves a comprehensive and personalized financial plan, no matter their stage of life or financial position.

5 Questions to Answer If You Want to Buy Your Dream Home in 2023 12/22/2022

Rising rates and low inventory have made homebuying more challenging but if home ownership is your dream, we can help work out a plan to help you feel more confident about reaching your goal.

5 Questions to Answer If You Want to Buy Your Dream Home in 2023 If buying your dream home tops your goals list, answering these questions can help you get there. Here’s how to make homeownership a reality in 2023.

How to Start Investing 11/07/2022

Investing can be a great way to build wealth over the long term. But knowing where to start can be difficult. Message me to get started.

How to Start Investing The idea of investing can be intimidating, but a solid understanding of how to start investing can make the process significantly easier.

08/31/2022

Hey everyone, welcome back to Wisdom Wednesday! For this week I will be covering market updates from this past week coming from our own Trent Ledbetter.

The Improving Inflation Picture 08/17/2022

Data is solidifying around an improving picture on inflation. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s weekly take on the latest data.

The Improving Inflation Picture Wall Street rallies as CPI and the University of Michigan’s consumer sentiment survey show signs of inflation subsiding

08/03/2022

Hi everyone, welcome back to Wisdom Wednesday. Today, I wanted to talk about pension distribution for those folks who still have access to a pension.

Why Now May be a Good Time to Consider a Roth Conversion 07/13/2022

Late Wisdom Wednesday on a topic that is worth a read! There can be a silver lining of a market decline. Please reach out if you’d like to have a conversation. Have a great Wednesday everyone!

Why Now May be a Good Time to Consider a Roth Conversion A market decline is a good time to consider a Roth conversion because you may benefit from potential tax savings. Learn more about a Roth conversion.

With a Plan, You Don’t Need to Worry About Volatility in the Market 07/06/2022

As investor unrest and market volatility continues, this Wisdom Wednesday will be educating and encouraging long-term planning in the face of times like these. Give it a read and enjoy! Long-term planning accounts for the ups and downs of the market. Revisit your plan, or speak with a professional to eliminate worry.

With a Plan, You Don’t Need to Worry About Volatility in the Market While it’s never fun to watch your investments drop, you shouldn’t worry about volatility in the market if you have a long-term plan.

06/29/2022

Hi everyone, welcome back to Wisdom Wednesday! Today I will be covering market updates from this past week (coming from Brent Schutte’s weekly commentary).

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3805 Edwards Road STE 200
Cincinnati, OH
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