09/06/2026
Our office will be closed on Monday, September 7, in observance of Labor Day.
Our team will be taking the day to relax, recharge, and spend quality time with family and friends before returning refreshed and ready to serve our clients.
We appreciate your understanding and thank you for allowing us to be part of your financial journey.
Have a wonderful Labor Day. We look forward to seeing you soon.
09/04/2026
Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.
Bull & Baird: What a Run
08/31/2026
Giving back to the community looks different for everyone.
Last month, Dominic participated in the Dash for Donation 5K in support of Lifeline of Ohio. The event helps raise awareness for organ, eye, and tissue donation while bringing people together around an important cause.
Have you participated in a race, fundraiser, or volunteer event recently? We'd love to hear about it.
08/27/2026
Some client relationships extend far beyond the office.
Jeff recently returned from an annual fishing trip with longtime clients and friends. This year's trip delivered plenty of stories, including fish weighing up to 35 pounds and three broken fishing rods along the way.
While these catches were impressive, the time spent together was what made the trip memorable. Experiences like these are a reminder that strong relationships are built over years of shared conversations, trust, and time together.
We're glad Jeff had the opportunity to enjoy another great trip and come back with a few stories worth telling.
08/26/2026
Mike and Ross revisit the worries markets left behind.
All That Matters: The Worries That Weren't
08/24/2026
We're excited to celebrate a special milestone for Braden and Riley.
When Braden planned his proposal, he thought through every detail. A beautiful location and a photographer waiting behind the scenes helped make the moment one they'll never forget.
The answer was "yes," and a new chapter officially begins.
Congrats to Braden and Riley! We're thrilled for them and wish them all the best as they begin this exciting journey together.
08/21/2026
Jeff and Jodi recently enjoyed some time in Boston with their grandchildren, Madison and Jackson.
Between visits, hugs, and plenty of time together, the trip was a chance to enjoy a summer tradition that's become increasingly meaningful as their family continues to grow.
We're glad Jeff and Jodi had the opportunity to step away for a few days and focus on what matters most. Some of life's best moments happen when families can simply enjoy being together.
08/19/2026
We're so excited to have Devon back with the team.
Over the past several months, Devon has been focused on her growing family. While we missed her around the office, we're grateful she had the opportunity to enjoy this special time.
Devon has always been a valued part of our team, and it's been great to see her step back into her role and continue making a positive impact for both our clients and colleagues.
We're very grateful to have her familiar presence back with the team. Next time you talk with her, feel free to welcome her back!
08/10/2026
Mike guides us out of bad investment habits and toward a better mindset for long-term wealth-building.
Bull & Baird: 7 Sins of Investing
08/06/2026
We spend a lot of time talking with families about some of life's biggest decisions.
Retirement. Career transitions. Business ownership. Supporting children and grandchildren.
A recent Gallup/Lumina study found that career opportunity remains the primary reason people pursue higher education.
That makes sense.
At its best, education creates opportunities.
The same can be said for financial planning.
We believe money is not the goal. It is a tool that helps create choices and gives families the flexibility to pursue what matters most to them.
That is why our planning conversations start with life goals first and investment strategies second.
When families are clear about what they want their lives, businesses, and legacies to look like, financial decisions often become more purposeful and aligned.
The investments should support the vision, not define it.
Source: Lumina Foundation-Gallup State of Higher Education 2026 Report