Journey Advisory Group

06/22/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

06/21/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

06/17/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

06/16/2026

The U.S. and Iran have announced a preliminary agreement aimed at ending the four-month conflict that has weighed on the global economy. Financial markets responded positively, with stocks rising, oil prices declining, and interest...

Journey Advisory Group explains how the U.S.-Iran agreement, lower oil prices, inflation, and market volatility may affect long-term investors in Cincinnati, Northern Kentucky, and Dayton.

06/15/2026

Markets are hovering near highs, IPOs are picking up again, and there’s a lot of optimism out there right now.

But moments like this can be a little tricky. It’s easy to get caught up in headlines and short-term excitement.

In this week’s CIO Corner, Eric walks through what’s really worth paying attention to, what might be noise, and why staying focused on your long-term plan still matters most.

If you’ve been wondering what this environment means for your portfolio, this is a quick, helpful watch.

Markets are hovering near all-time highs, IPO activity is accelerat...

06/15/2026

Does your business have a retirement strategy that fits your short, long-term needs?

06/14/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

06/10/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

06/09/2026

Not all firms are built the same. And that matters more than most people think.

We are a family- and employee-owned business. That means we do not answer to outside shareholders. It allows us to stay focused on long-term decisions and the needs of our clients over time, not short-term expectations.

That approach is core to how we operate, which is why it’s meaningful to be included among Cincinnati’s 69 largest family-owned businesses.

You can view the full list here:

The 69 largest family-owned businesses in Cincinnati reported more than $13 billion in revenue in 2025 from offices located within the counties of Brown, Butler, Clermont, Hamilton and Warren counties in Ohio; Boone, Bracken, Campbell, Gallatin, Grant, Kenton and Pendleton counties in Kentucky; and....

06/09/2026

Stock markets have delivered strong returns recently, which can make sudden volatility feel even more unsettling. On Friday, June 5, the Nasdaq fell 4.2%, marking its biggest one-day decline in about a year. The S&P 500 and Dow Jones...