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Planning to Give

August is not a time we typically hear a lot about charitable giving.  Most donations occur at the very beginning or end of the year, which on top of making mid-year cash flow a challenge for nonprofits, also means that their causes are often out of sight and mind. In...

Transparency

Our American system of capitalism isn’t perfect, but the competition it creates encourages innovation, inventions and drives solutions to economic and social problems. The dark side of capitalism creates Bernie Madoff, Enron and others who use the system to their...

Bloom and Bust

Over Easter weekend, my family came into town from New Jersey.  I decided to take them to the Cincinnati Zoo and Botanical Gardens, which is one of my favorite places any day of the year but especially right now during Zoo Blooms.  I thought Good Friday would be a...

Whose Interests are Served?

My hope this week was to take a break from the non-stop, often confusing news surrounding what’s going on with our new administration, Congress, various cabinet and judicial appointments, etc. and focus on a less divisive issue like the Super Bowl, Groundhog Day or...

Bonds Away!

Why would I ever want to hold bonds in my portfolio? I’ve been asked that question many times over the last 28 years.  Between June 2004 to December 2005, when the Federal Reserve raised the target rate 13 times in a row, resulting in lower bond prices.  From 1995 to...