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Blog

Shelly Tomasch | Jul 24, 2024

New presidential candidate? (What it could mean)

Investments
Economy
Tax
A lot has happened recently. Let’s review.
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Shelly Tomasch | Jun 26, 2024

Feeling the "Vibecession"?

Investments
Economy
How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?
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Shelly Tomasch | May 15, 2024

Why are markets volatile?

Inflation
Investments
Economy
Interest
Market
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
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Shelly Tomasch | Feb 27, 2024

Riding the rollercoaster

Inflation
Investments
Economy
Interest
The rollercoaster of investor psychology can take over and push markets in directions that don’t always jibe with the underlying financial and economic
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Shelly Tomasch | Feb 1, 2024

Is inflation rising again?

Inflation
Investments
Economy
Interest
As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look.
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Couple walking in a field with the ocean in the background
Shelly Tomasch | Dec 4, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Shelly Tomasch | Nov 27, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Shelly Tomasch | Nov 27, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Two people at work high fiving at a desk
Shelly Tomasch | Nov 27, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Location

7534 Ridge Road
Parma OH 44129
(216) 536-8081

 

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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