Commentary

March 21 , 2018 | Posted by Marc Wambaugh |

Should You Establish a Donor-Advised Fund?

Many taxpayers around the country have given to charity for years and the tax deduction associated with those donations was an added bonus. However, with the sweeping new tax law changes that took effect in January 2018, some taxpayers may no longer receive a tax benefit for donations. The new standard deduction is $24,000 for

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December 15 , 2017 | Posted by Emilie Schwarz |

Demystifying Social Security Basics

If you’ve ever looked into your Social Security benefits you’ve probably discovered this: they’re simple in concept and confusing in execution. If you or your spouse work long enough, you’ll get a benefit that you can claim at some point. But, that’s when the questions start: how much do you get, how much will your

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September 12 , 2017 | Posted by Marc Wambaugh |

The Long and Short of It

Since the beginning of the year, equity markets have been on a tremendous run. Many of the market indices are reaching new highs each day. These indices keep climbing due in large part to the FAANG stocks (Facebook, Apple, Amazon, Netflix, and Google) as well as the large cap growth sector in general. We believe,

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August 1 , 2016 | Posted by Marc Wambaugh |

The British Are Leaving

By now you all have heard about the United Kingdom’s (“UK”) vote on June 23rd to leave the European Union (“EU”), referred to as “Brexit”.  This was an historic decision, and one that was not expected by the markets judging by the reaction following the results.  Stock markets globally were down significantly on Friday, with the

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May 10 , 2016 | Posted by James McGrath |

James B McGrath – Wealth Management Roundtable

Cassady Schiller Financial Advisor’s Director of Wealth Management Services, Jim McGrath CFA®, CPA, CFP®, CIMA®, participated in the Cincinnati Business Courier’s Wealth Management Roundtable on May 6th, 2016. Here is an excerpt from the Cincinnati Business Courier’s writeup: Cincinnati Business Courier editor Rob Daumeyer recently sat down with Jim McGrath, director of wealth management with

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