Broker Check

Are You Financially Ready For College?

August 10, 2018

The decision about whether or not to attend college is a serious one with lifelong implications. Changes in the U.S. economy, a decade of lost growth, and a revolution in technology are challenging the notion of a traditional college education. While college used to be the default option...Read More


Technology is Great, But Some Things Cannot Be Replaced: Benefits Of A Personal Advisor

July 25, 2018

Technology today allows for access to more information and choices than ever before across all industries – and financial advisory is no different. But, before you think about trying the next up-and-coming “robot advisor”, consider these benefits of having a human personal financial advisor...Read More


kANU Asset Management & Cincinnati Medical Association Physician Private Briefing

February 28, 2018

On February 28, kANU Asset Management sponsored a briefing with Cincinnati Medical Association (CMA) for an evening of complimentary food coupled with a series of speakers. The speakers featured financial and tax information specific to physicians...Read More