Custom Investment Mgmt. Registered Investment Adviser (RIA). Over $4.5 bln AUM. Fiduciary. Fee-only. Independent. https://xitter.cf/t.co/5TMHG78iK6

Cleveland, Ohio
Joined September 2014
Market volatility can make investors feel like they need to act. But reacting to every market swing can do more harm than good. Volatility isn't the enemy. It's part of the price of investing. Here's why perspective matters: hubs.la/Q04Cs6d40
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What's next for markets as earnings season continues and the Fed prepares to meet? Join our Dir. of Research, Greg Halter, live on @BBCWorldtomorrow at 9:30 a.m. ET to discuss the market outlook and where investors may find opportunities. Tune in: shorturl.at/ET0Kd
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Are your index funds as diversified as you think? In our Q3 2026 Front Row with Carnegie, we discuss hidden portfolio risks, AI valuations, interest rates, and year-end financial planning opportunities. Read the highlights and watch the discussion. ... hubs.la/Q04BWNHs0
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What a fabulous night at Bet On Books! 📚 Carnegie was proud to sponsor @KidsBookBank’s annual fundraiser, supporting its mission to put free books into the hands of children across Greater Cleveland. #ClevelandKidsBookBank #BetOnBooks #LiteracyMatters #CarnegieCares
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As AI and data centers drive electricity demand higher, can the U.S. power grid keep up? Our Director of Research Greg Halter joined @CowGuyClose to discuss the challenges facing energy infrastructure and investment opportunities. Watch here: shorturl.at/Ow0eT
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Are bank stocks presenting a buying opportunity? Following a recent pullback, valuations remain attractive compared to the broader market, according to our Director of Research, Greg Halter. Check out his full discussion on @BloombergTV: shorturl.at/s0lSk
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Could industrial companies be an overlooked part of the AI investment story? As data center spending grows, so does the need for supporting infrastructure. Our CIO Ben Connard spoke with @ReadOpeningBell about Donaldson's role in that buildout. Read here: shorturl.at/8s9cc
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Invest it? Pay off the mortgage? Retire earlier? Help your kids? An inheritance can open up a lot of questions. Mike Curry, CFP®, tackles 8 of them in our new Inheritance Q&A video series. Read and watch now → hubs.ly/Q04zBlK-0
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AI spending, consumer strength and rising energy prices are all in focus this earnings season. Our October Market Commentary looks at what companies are getting from AI investment, signs of a consumer slowdown and what higher oil prices could mean... hubs.la/Q04yW6VG0
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Is your financial advisor a fiduciary? Good question. But don’t stop there. Two advisors can both be fiduciaries and have very different compensation structures, incentives and conflicts. Here’s what to ask next: hubs.la/Q04yz7jV0
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There’s more to consider when comparing money-market funds than yield alone. In @WSJ, our Director of Research Greg Halter breaks down expense ratios, net returns and what investors should know when evaluating their options. Read via: shorturl.at/hfvzp
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Our CIO Ben Connard will join @LizClaman live in studio on @FoxBusiness this afternoon to break down three stocks he believes offer compelling opportunities in today’s market. Tune in live at 3:55pm ET here: shorturl.at/4qmSA
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When should you claim Social Security? Waiting until 70 can mean a larger monthly benefit, but it isn’t automatically the right choice. Taxes, portfolio withdrawals, life expectancy, and your retirement goals all matter. What to consider: hubs.la/Q04xKMjV0
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Our CIO Ben Connard will join @SchwabNetwork live today at 3:45pm ET to share some of his top stock picks and where he’s finding opportunities across the market. Watch live here: bit.ly/3UENI1O
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Some memories never fade. Twenty-five years after the 9/11 attacks, we join @Sept11Memorial in remembrance, sharing today's sky in honor of those we lost, and in hope that a new generation never forgets. #NeverForget911 #RememberTheSky | hubs.la/Q04xdM8S0
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What should investors be watching as Oracle continues to invest heavily in AI? Our Director of Research Greg Halter spoke with @Bloomberg about the balance between strong cloud growth and the financial commitments behind Oracle’s AI expansion. Read here: shorturl.at/WfwXy
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