Journey Advisory Group

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.

Do You Owe 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.

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

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

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

Tax Efficiency in Retirement What role would taxes play in your investment decisions?

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...

What a U.S.-Iran Peace Framework Means for Markets and Portfolios 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.

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 Near Highs, IPOs Surge: Stay Focused or Get Distracted? | CIO Corner Markets are hovering near all-time highs, IPO activity is accelerat...

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

www.journeyadvisory.group

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

Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.

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

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

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:

Cincinnati's 69 biggest family-owned businesses, 2026 - Cincinnati Business Courier 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....

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...

www.journeyadvisory.group