Commentary

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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