News & Updates Blog

Article Provided Courtesy of Michael Beers, Financial Advisor, Senior Vice President, Morgan Stanley What does financial freedom mean to you? For some, it is synonymous with financial security. But, for others, the definition of financial freedom goes beyond money to include living with purpose, cultivating a healthy mind and spirit or being able to pursue […]

A recent study revealed that more than six in 10 U.S. households reported that they had employer-sponsored retirement plans – that is, they had assets in Defined Contribution (DC) plan accounts, were receiving or expecting to receive benefits from Defined Benefit (DB) plans, or both.*It’s no wonder there are strict laws governing retirement savings plans. […]

For many of us, estate planning is something we know we should do but often manage to postpone until some indefinite time in the future. But, putting off this part of your financial life could mean passing over an opportunity to preserve the lifestyle you’ve worked so hard to create and to dictate your legacy […]

Interesting Reading The latest research reveals appointing a female CEO significantly boosts a company performance Global Banking And Finance Review Appointing a female CEO has a significantly positive effect on non-family firms’ performance, but a negative impact on family businesses, according to… Beyond profits, family businesses can create ‘socioemotional wealth’ Crain’s Detroit Business Researchers believe […]

Nationwide Children’s Hospital Raising Minimum Wage To $15 WOSU Nationwide Children’s Hospital announced it will raise its minimum wage to $15 per hour in July. The change will be fully implemented by 2020… Hollbrook & Manter Celebrates 100 years Holbrook & Manter, CPAs is proud to be celebrating their 100th year in business as a […]

Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families Key Private Bank’s Advisor Poll found that having no plan in place is the leading estate planning mistake Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll, […]

Finding workers a bigger concern than marijuana, say central Ohio’s family businesses The Columbus Dispatch The state’s new medical marijuana law isn’t triggering alarms so far among central Ohio’s family-owned businesses. Only about a third of the… Daughters are Taking Over Family Businesses Forbes.com “It’s really about breaking down the rigidity of gender norms,” says […]

Members in the News! Dager: Connecting with customers in the age of e-commerce The Newark Advocate While the world moves towards e–commerce, at Velvet Ice Cream, we keep the values my father, Joe Dager, taught us about staying close to our…   Ricart buying AD Farrow Harley dealership The Columbus Dispatch With locations in Sunbury, […]