Author archives: Brad Schueler

January 30 , 2019 | Posted by Brad Schueler |

Market Returns are Rarely Average

After a historically calm stock market in 2017, volatility returned in 2018.  In helping clients build financial plans, we start by understanding their goals and objectives.  Putting this information together, along with your personal risk tolerance, helps us arrive at our recommended allocation to stocks and bonds.  Foundational in all of this planning are the…

July 13 , 2018 | Posted by Brad Schueler |

Tax Planning and Your Investment Portfolio

Summertime is back upon us and brings with it a break from school for families, summer vacations, and generally a more relaxed pace of life.  The stock market has gotten off to a volatile start this summer.  Market volatility can lead to rebalancing of a portfolio, which may, however, lead to tax consequences from capital…

September 26 , 2017 | Posted by Brad Schueler |

Ohio Increases Deduction for 529 College Savings Accounts

Relevant to many of our clients and their loved ones are the rapidly increasing costs of college education in our country.  Corresponding to this has been an ever increasing amount of debt being taken to fund postsecondary education.  Many turn to the tax-free growth opportunities offered within a 529 College Savings plan to defray these…