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May 12, 2022
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency?
The Department of Labor, Employee Benefits Security Administration doesn’t think so EBSA Compliance…
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April 10, 2022
Spring 2022 Investor Letter: We Have Liftoff
The worst kept secret in the first quarter was the Federal Reserve embarking on a tighter monetary policy. The Fed increased the Fed Funds rate by 0.25% or 25…
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January 24, 2022
David Templeton Featured in Cincinnati Business Courier’s 2022 Economic Outlook Summit
On Jan 11, the Cincinnati Business Courier, along with Heritage Bank, Blue & Co., and HORAN…
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January 20, 2022
Winter 2021 Investor Letter
The U.S. large cap equity market, as measured by the S&P 500 Index, showed its resilience in the fourth quarter by returning 11.0%. This marked the seventh…
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November 19, 2021
Legislative Update: Build Back Better
On Nov. 3, 2021, following the Oct. 28, 2021, release of the negotiated Build Back Better plan, the…
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November 5, 2021
Tax Reform: New Legislative Language Released
Tax reform in 2021 continues to be a wild ride. Additional language was released on November 3. According to Finseca, the 2135-page legislation makes several…
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October 31, 2021
Dow Dogs Lagging Broader Market Since First Quarter
The Dogs of the Dow investment strategy jumped out to a fast start during the first quarter, outperforming both the S&P 500 Index and the Dow Jones Industrial…
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October 28, 2021
The "Neal Proposal": Proposed Legislation and Action Items
Released on Sept. 13, 2021, the "Neal Proposal" to the U.S. House of Representatives Ways and Means…
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October 28, 2021
Wealth Transfer Under the Biden Tax Plan
President Joe Biden is proposing to eliminate "stepped-up basis" on property transferred at death…
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October 28, 2021
Proposed Legislative Changes Would Impact Use of ILITs in Estate Planning
This paper discusses proposed legislation that would impact current life insurance and estate…
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