Custom Investment Mgmt. Registered Investment Adviser (RIA). Over $4.5 bln AUM. Fiduciary. Fee-only. Independent. https://xitter.cf/t.co/5TMHG78iK6
Cleveland, Ohio
Joined September 2014
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What a fabulous night at Bet On Books! 📚
Carnegie was proud to sponsor @KidsBookBank’s annual fundraiser, supporting its mission to put free books into the hands of children across Greater Cleveland.
#ClevelandKidsBookBank #BetOnBooks #LiteracyMatters #CarnegieCares
As AI and data centers drive electricity demand higher, can the U.S. power grid keep up?
Our Director of Research Greg Halter joined @CowGuyClose to discuss the challenges facing energy infrastructure and investment opportunities.
Watch here: shorturl.at/Ow0eT
A lower Medicare premium doesn't always mean lower costs. As Open Enrollment approaches, review what's changing for 2027, including coverage, prescriptions, and income-related surcharges.
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Are bank stocks presenting a buying opportunity?
Following a recent pullback, valuations remain attractive compared to the broader market, according to our Director of Research, Greg Halter. Check out his full discussion on @BloombergTV: shorturl.at/s0lSk
Could industrial companies be an overlooked part of the AI investment story?
As data center spending grows, so does the need for supporting infrastructure. Our CIO Ben Connard spoke with @ReadOpeningBell about Donaldson's role in that buildout.
Read here: shorturl.at/8s9cc
Invest it? Pay off the mortgage? Retire earlier? Help your kids?
An inheritance can open up a lot of questions.
Mike Curry, CFP®, tackles 8 of them in our new Inheritance Q&A video series.
Read and watch now →
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AI spending, consumer strength and rising energy prices are all in focus this earnings season.
Our October Market Commentary looks at what companies are getting from AI investment, signs of a consumer slowdown and what higher oil prices could mean...
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Is your financial advisor a fiduciary?
Good question. But don’t stop there.
Two advisors can both be fiduciaries and have very different compensation structures, incentives and conflicts.
Here’s what to ask next:
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There’s more to consider when comparing money-market funds than yield alone.
In @WSJ, our Director of Research Greg Halter breaks down expense ratios, net returns and what investors should know when evaluating their options.
Read via: shorturl.at/hfvzp
Our CIO, Ben Connard joined @CherylCasone on @FoxBusiness yesterday, just before the trading day concluded, to discuss why he likes Taiwan Semiconductor ($TSM) as AI continues to drive growth across the semiconductor industry.
Watch here: shorturl.at/1nLET
Our CIO Ben Connard will join @LizClaman live in studio on @FoxBusiness this afternoon to break down three stocks he believes offer compelling opportunities in today’s market.
Tune in live at 3:55pm ET here: shorturl.at/4qmSA
When should you claim Social Security?
Waiting until 70 can mean a larger monthly benefit, but it isn’t automatically the right choice.
Taxes, portfolio withdrawals, life expectancy, and your retirement goals all matter.
What to consider:
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Our CIO Ben Connard joined @SchwabNetwork to share three of his top stock picks across AI infrastructure, consumer spending and industrials: $TSM, $ULTA and $DCI.
Watch the full segment here: shorturl.at/ooHf7
Our CIO Ben Connard will join @SchwabNetwork live today at 3:45pm ET to share some of his top stock picks and where he’s finding opportunities across the market.
Watch live here: bit.ly/3UENI1O
Some memories never fade. Twenty-five years after the 9/11 attacks, we join @Sept11Memorial in remembrance, sharing today's sky in honor of those we lost, and in hope that a new generation never forgets. #NeverForget911 #RememberTheSky | hubs.la/Q04xdM8S0
What should investors be watching as Oracle continues to invest heavily in AI?
Our Director of Research Greg Halter spoke with @Bloomberg about the balance between strong cloud growth and the financial commitments behind Oracle’s AI expansion.
Read here: shorturl.at/WfwXy
Semiconductor stocks had a strong first half of 2026, but the third quarter has been a different story, despite strong earnings.
What’s behind the disconnect? A look at AI spending, valuations, and what could come next.
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Our Director of Research Greg Halter joined the @MoneyLifeShow with @ChuckJaffe to share how Carnegie evaluates companies, where he’s finding market opportunities today, and why patience remains key to investing.
Listen here, starting at 39:00: shorturl.at/rFrwp
September brings plenty for investors to watch: elevated interest rates, AI spending that reaches well beyond technology, and questions about the strength of the consumer.
Our investment team takes a closer look in the September Market Commentary:
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Roth conversions aren’t one-size-fits-all.
In @finplan, our SVP & Wealth Advisor Alex Velazquez explains why advisors should evaluate conversions year by year, considering charitable giving, income gaps, longevity, and estate planning.
Full article: shorturl.at/SPRRx
