HCM Wealth Advisors & CPAs

06/24/2026

As an Ohio public employee, do you have the information you need to feel comfortable heading into retirement?

The Ohio Deferred Compensation is a supplemental 457(b) retirement plan provides participants with educational tools, a diverse set of investment options, flexible savings and withdrawal options, as well as portability when changing jobs within the public sector. Read on to learn more.

06/23/2026

06/22/2026

Markets are signaling optimism as oil prices fall and investors increasingly believe the Iran conflict is nearing resolution. Doug Johnson, CFA and Dan Rink, APMA discuss the strength of the AI-driven bull market, the outlook for the new Fed Chair, and what investors should know about the record-breaking SpaceX IPO.

https://hcmwealthadvisors.com/podcasts/ceasefire-stocks-and-spacex-whats-driving-markets-higher

06/16/2026

HCM is looking for a rising college Junior or Senior to join our team as a Tax Intern. If you’re eager to learn, grow your skills, and make an impact, this could be the perfect opportunity for you.

Apply to Tax Internship (2027 Tax Season) at HCM Wealth Advisors & CPAs in Cincinnati, OH.

06/15/2026

Partner Doug Johnson, CFA took the stage on an investment leaders panel on June 11th. Doug joined industry leaders to discuss the megatrends driving markets and investment strategy. Grateful to for the opportunity to be part of the conversation.

06/12/2026

Trump Accounts are a new, tax-advantaged investment account designed to help children born between 2025 and 2028 begin building long-term wealth. Families should understand the limits and tradeoffs of these accounts compared with options like 529 plans and custodial accounts. Read on to learn more.

Trump Accounts are a new tax-advantaged investment account designed to help children born between 2025 and 2028 begin building long-term wealth, including a $1,000 federal seed contribution and the ability for families and others to contribute up to $5,000 annually. While the accounts offer tax-defe...

06/11/2026

New research shows America’s upper-middle class is growing, while the country’s core middle class is shrinking. WSJ’s Rachel Louise Ensign explains the difference between the two groups.

New research shows America’s upper-middle class is growing, while the country’s core middle class is shrinking. WSJ’s Rachel Louise Ensign explains the differences between the two groups.

06/09/2026

Retiring Better means staying curious, staying active, and having fun along the way. HCM encourages you to explore all the great opportunities our area has to offer.

Ault Park’s June Summer Music Festival, a Cincinnati tradition for over 30 years, is on June 18, 2026. The Menus will be playing and admission is free!

06/08/2026

In this episode of the HCM Market Brief, Doug Johnson CFA and Dan Rinck APMA discuss the market's continued strength despite geopolitical tensions, elevated interest rates, and inflation concerns. They examine whether today's AI-driven rally truly resembles the dot-com bubble, explore the fundamentals supporting AI-related stocks, and discuss why corporate earnings remain a key differentiator from previous speculative cycles.



https://hcmwealthadvisors.com/podcasts/the-ai-boom-meets-wall-street

05/29/2026

High earners often hit a wall with traditional tax‑advantaged accounts — but the mega backdoor Roth can open a much bigger door. If your 401(k) plan allows it, you may be able to move tens of thousands into tax‑free retirement savings each year. Curious whether you qualify? Your HCM advisor would be happy to talk to you about it.

High-income earners often face limited options for tax-advantaged retirement savings once they exceed Roth IRA income limits and max out their 401(k) contributions, but the mega backdoor Roth strategy may provide a powerful alternative. By making additional after-tax 401(k) contributions and convert...