The Top 4 Tax Issues for Executive Employees
For C-suite employees, taxes can get complicated. Our latest article explores four major tax issues to consider. Read now!
Sign-up to receive our latest Market Commentary Newsletter!
Sophisticated Strategies for Today’s Executive Investor
Looking for advanced strategies executive investors can use to manage risk, defer taxes, and diversify without selling stock? Read our new article to learn more!
Q3 2025 Market Update
Q3 2025 market shifts impact your investments. Matt Held is a financial advisor with Clarity Wealth Management based in Cincinnati, OH.
What the Big Beautiful Bill May Mean for You
How could the Big Beautiful Bill affect your taxes, healthcare, savings, and other parts of your finances? Read about the biggest changes here.
2025 Midyear Outlook: What’s Next for the Economy and Your Investments?
Markets have surged, stumbled, and surged again in 2025. What’s driving the ups and downs—and what could be next for your investments? Find out in our Midyear Outlook.
Midterm Election Insight
With the midterm elections complete (well, almost), we wanted to provide you some insight on a survey completed by our investment partners at Lincoln Investment Advisors Corporation*
