Offices in Ohio and Southwest Florida.
Hicks Capital Management is a privately-owned & independently operated SEC Registered Investment Advisor providing financial advisory & investment management, giving clients Freedom to Focus.
12/02/2025
Charitable Giving: Advanced Strategies for Year-End Planning Thoughtful charitable planning can not only support philanthropic goals, but increase tax efficiency as well. The question isn't just whether to give, but how to give in ways that maximize both the impact on causes you care about and the benefits to your overall financial plan.
11/03/2025
Retirement Planning: Social Security COLA and Portfolio Considerations Retirement Planning: Social Security COLA and Portfolio Considerations November 3, 2025 For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has been compounded by inflation over the past several...
09/03/2025
https://hicks-capital.com/information-and-education/the-one-big-beautiful-bill-and-you
The One Big Beautiful Bill and You The One Big Beautiful Bill brings big changes to tax rates, deductions, and credits for individuals and businesses. Here’s what’s new, what’s permanent, and what’s set to expire, plus why you should review your plan with a tax professional.
08/04/2025
It Was the Best of Times, It Was the Worst of Times Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.
07/08/2025
https://hicks-capital.com/information-and-education/how-big-should-my-emergency-fund-be
How Big Should My Emergency Fund Be? How much should you save for unexpected expenses? Learn how to build the right emergency fund for your financial situation with these tips and tricks!
06/02/2025
https://hicks-capital.com/information-and-education/planning-a-debt-free-vacation
Planning a Debt-Free Vacation Dreaming of a vacation but don’t want the debt? Check out these smart tips for planning a budget-friendly trip without financial stress!
05/23/2025
05/05/2025
https://hicks-capital.com/information-and-education/how-to-protect-your-business-from-cyber-threats
How to Protect Your Business from Cyber Threats Cyber threats can be highly detrimental to a business, but the proper security measures can keep your data and finances safe. Learn how to protect your company from cyberattacks with these essential steps.
04/01/2025
https://hicks-capital.com/information-and-education/the-psychology-of-an-inheritance-windfall
The Psychology of an Inheritance Windfall Inheriting money is about much more than just an influx of cash into your bank account. Learn more about the psychology of an inheritance windfall and how you can protect your finances and mental health.
03/03/2025
https://hicks-capital.com/information-and-education/last-minute-tax-prep-tips
Last-Minute Tax Prep Tips Last-minute tax prep doesn’t have to be stressful. Check out these tips to file on time and avoid penalties.
02/03/2025
https://hicks-capital.com/information-and-education/is-it-too-late-to-start-a-retirement-fund
Is It Too Late to Start a Retirement Fund? Starting a retirement fund early is great, but it’s never too late to start saving! Here, we share some tips on how to save for retirement later in life.
01/02/2025
https://hicks-capital.com/information-and-education/most-common-financial-new-years-resolutions
Most Common Financial New Year's Resolutions Anyone can set a New Year’s resolution, but it takes discipline and planning to achieve it! Here, we share some of the most common financial New Year’s resolutions and specific tips on sticking with them.