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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January 19 , 2016 | Posted by Marc Wambaugh |

Market Jitters

Days like today, and the past two weeks for that matter, can make investors nervous and wonder if they should “do something” to minimize the market impact on their portfolio. While it can be very hard to handle the market swings we’ve seen, our advice to you is not to panic. You may recall that

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