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September 13, 2022
Andrea Costa To Join CSO Board of Directors
Congratulations to Vice President of Financial Planning, Andrea Costa, for being named to the…
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August 31, 2022
Retirement Meditation #33: Am I on track to retire successfully?
A father and his young daughter were looking at a stone grave marker. The father asked his daughter what she thought was the most important marking on the…
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August 31, 2022
Rachele Wolf Named a NAPA Top Women Advisors 2022 Finalist
For the second straight year, Rachele Wolf, CPFA and Vice President, Relationship Manager, has been…
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August 29, 2022
Market Turns Lower On Fed Comments
On Friday the markets digested comments from Federal Reserve chairman, Jerome Powell that came from the Jackson Hole economic symposium. Based on his comments,…
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August 25, 2022
HORAN Named One of Ohio's Healthiest Employers
HORAN has been recognized as a 2022 Healthiest Employer of Ohio, an awards program created to honor…
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August 23, 2022
HORAN Named A Top Employee Benefits Provider
HORAN was named the #2 Employee Benefit Provider in Greater Cincinnati by the Cincinnati Business…
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August 23, 2022
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
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August 19, 2022
Michael Hermes, Social Security Advisor of the Year
The National Social Security Advisor Program named Michael L. Hermes, CFP, CFA, Vice President,…
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August 18, 2022
2023 HDHP Overview
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August 17, 2022
Preparing To Send Your Child Off To College? Don’t Forget These 5 Things
Sending a child to college for the first time is a rite of passage as a parent. It’s a celebratory…
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August 14, 2022
Favorable Equity Market Technicals
For some equity market strategists, their primary focus in evaluating the market's future direction is the price action of the market itself as well as the…
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August 10, 2022
The Importance of Health Screenings
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