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Top Client Questions: July & August 2026
Get answers to the top questions our financial advisors received in July and August. Explore expert insights on what July's negative jobs report signals for the economy, why the U.S. intervened to support the Japanese yen, and what is driving recent S&P 500 record highs alongside strong corporate earnings. Gain clarity on changing Federal Reserve rate expectations, shifting valuations, and key macro trends to help you maintain a balanced, long-term perspective for your portfo

Whitaker Myers
2 days ago5 min read
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Ohio's 2026 Sales Tax Holiday: What Families Need to Know Before You Shop
Ohio's Sales Tax Holiday returns in 2026, but with significant changes from the expanded program offered in recent years. Financial Advisor Andrew Young explains what qualifies, when the tax-free weekend takes place, and how families can plan ahead to maximize their back-to-school savings.

Andrew Young
7 days ago2 min read
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Investment Corner: Why Is Oil Back Near $100 a Barrel—and What Does It Mean for Investors?
Oil prices have climbed back toward $100 per barrel, raising questions about inflation, interest rates, and the broader economy. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what's driving the recent surge and why long-term investors should focus on strategy rather than short-term headlines.

Summit Puri
Jul 272 min read
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What's Going On With Oil Prices Right Now (And Why You Should Care)
Oil prices have been on a roller coaster in 2026, driven by geopolitical tensions, supply disruptions, and shrinking global reserves. In this article, Financial Advisor Jake Buckwalter breaks down what's causing the volatility, why it matters beyond the gas pump, and what investors should be watching in the months ahead.

Jake Buckwalter
Jul 165 min read
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