Blog Articles

Our newest team member, John Peter, shares details of growing up in Cincinnati, what drew him to HCM, and a fun fact people probably don't know about him.

Before considering any exposure to this corner of the market, it's important to understand what memecoins are, how they differ from traditional investments, and why they carry significant risks.

The Great Wealth Transfer is expected to pass tens of trillions of dollars from older generations to their heirs over the coming decades, making it one of the largest intergenerational wealth shifts in history. Without thoughtful estate, tax, and financial planning, families risk losing a significant portion of that wealth to taxes, probate costs, and unintended consequences.

Ohio residents could lose unclaimed funds after 10 years under a new law. Learn how to search for missing money in Ohio, Kentucky, Indiana, and nationwide.

We believe clients deserve advice that is transparent, objective, and fully aligned with their goals. That’s why we operate as a fiduciary and a fee only financial advisory firm.

Trump Accounts are a new tax-advantaged investment account designed to help children born between 2025 and 2028 begin building long-term wealth, including a $1,000 federal seed contribution and the ability for families and others to contribute up to $5,000 annually. While the accounts offer tax-deferred growth and potential long-term benefits, families should understand the contribution limits, withdrawal restrictions, and how they compare to alternatives such as 529 plans and custodial accounts before incorporating them into a broader financial plan.