True Alpha Wealth Management

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Long-Term-Care Needs Estimate potential long-term care costs and what coverage may help address them.

After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfolio. With attractive valuations and earnings growth trending positively, the case for looking beyond the U.S. is getting harder to ignore. In this week’s Money with Murphy, Kara explains how leadership often rotates when many don’t realize it’s happening.

International Markets: Short-term Rotation or Long-Term Trend? International markets are gaining momentum. Kara Murphy explains why leadership rotates, valuations look compelling, and global investing matters now.

Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention often matter the most when conditions get tough. In this week’s Markets in a Minute, KIM Investment Analyst Ryan Chang explains why bonds are an essential piece of a title-winning portfolio.

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Estimate the total amount you may need saved to support your desired retirement lifestyle.

How Much Do I Need To Retire? How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Are you a business owner and filed for a corporate tax extension? If so, you could be in the perfect position to startup a retroactive Cash Balance or Profit-Sharing Plan for 2025.

This is a unique opportunity to capitalize on additional tax savings for the 2025 tax year while simultaneously building up your retirement savings. It's a win-win situation that can significantly enhance your personal balance sheet and financial outlook.

If you would like to learn more about Cash Balance and Profit-Sharing Plans, call our office at 419-830-7045 or DM us to discuss!

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?”

Congratulations to Tyler McKean on being named to the Forbes Best - In - State Top Next Gen Wealth Advisors list for 2026.

We're proud to see his hard work, care for clients, and dedication recognized. Well deserved, Tyler!

Tyler McKean, CEO and managing partner of True Alpha Wealth Management, has once again been named on the prestigious Forbes list: Best-in-State Top Next Gen Wealth Advisors of 2026 list.

This means he's recognized as one of the nation’s most promising young financial advisers, shaping the future of wealth management: https://tinyurl.com/4ns84fpp