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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, October 12, 2022

Congratulations to our own Michael Rawlings for publishing his third book entitled, Beyond a Crossroads, earlier this year.

Tuesday, October 4, 2022

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead.

Wednesday, September 28, 2022

We know that embracing differences and finding actionable common ground has always been a quintessential strength and winning strategy for America.

Friday, February 11, 2022

Thursday, November 11, 2021

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Wednesday, September 15, 2021

September 14th, 2021 / 11:29 AM Dear Friends : School is back in session, and the bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 19% year-to-date, with the S&P 500 making 53...

Friday, May 7, 2021

Dear Friends : As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May and...

Tuesday, February 16, 2021

The Stock Market’s Cost of Admission 2/16/2021 “One of the most helpful things that anybody can learn is to give up trying to catch the last eighth—or the first. These two are the most expensive eighths in the world...

Wednesday, December 9, 2020

As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind.

Friday, October 16, 2020

Dear Friends : Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of...

Wednesday, April 8, 2020

April 7, 2020 Dear Friends : “Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, reach for a bucket.” —Warren Buffett The battle with...

Thursday, April 2, 2020

The Coronavirus Aid, Relief and Recovery Act (CARES Act) Dear Friends : This historic and sweeping legislation was created to help keep workers paid and employed, allows businesses to remain operational and makes necessary healthcare...

Friday, March 13, 2020

Dear Friends : With all of the changing news and updates relating to the Coronavirus (COVID-19) impacting more and more of our daily lives, we wanted to update you on steps taken to minimize any potential impact to clients, and...

Tuesday, March 10, 2020

Dear Friends : The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This...

Wednesday, November 20, 2019

November 12th, 2019 Dear Friends : Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than...

Monday, December 31, 2018

Please be sure and read the latest research report from LPL research on what to look for in 2019 entitled, "Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets."

Friday, September 14, 2018

The way we communicate has changed. It's quite the curious evolution. We communicate primarily with our phones, everyone hangs on their phones, and it's not like the 'old' days, remember? When you'd hang on the phone for HOURS talking...

Wednesday, July 25, 2018

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. When we as investors began 2018, we were tuned...

Tuesday, July 17, 2018

On July 4th this year, I had the privilege and honor of participating in a neighboring community parade, was able to spend the day poolside ‘chilling’ with my neighbor and was invited to attend as a VIP at a community...

Tuesday, July 3, 2018

Monday, June 4, 2018

Wow, aren’t those two words that are on top of everyone’s mind these days? What one person sees as the full and honest truth, when seen from another perspective, can be completely different. In our memories, we can tend to...

Thursday, May 3, 2018

Promises Kept? At the beginning of this year I had made a few resolutions to make big changes in my life. I also made plans for my business. I had plans to expand and make some slight changes that won’t affect current clients,...

Wednesday, March 7, 2018

Viceroy Wealth Counsel would like to congratulate our own Linda Bauer for being elected a City Council member for The City of Blue Ash. Linda is one of seven members on the council board, and the only female. Councilwoman Bauer...

Monday, March 5, 2018

I have been home recovering from total knee replacement surgery since February 1st. For the first week of my recovery, I was heavily sedated with pain medication and cannot, honestly, recall much of the week. The second week I began...

Monday, February 12, 2018

Well, we just passed another milestone…Dow 26,000. Then....Dow 24,500 . The Dow is up 1,000 points in just a few weeks, and then down over 1000 points just as quickly. Can we see 30,000 by year-end? Actually, I was discussing...

Thursday, January 18, 2018

Happy New Year everyone! In case you missed it, it’s a New Year, a new beginning, a new chance for a new start. We say so many things and have such great hopes when it comes the beginning of a new year. What are you excited about...

Friday, November 10, 2017

Wednesday, May 10, 2017

The weather can make you crazy in southern Ohio. You look at the forecast and try to make plans accordingly, but there’s just no relying on it. I recently had big plans to cycle a significant number of miles in a week. I’m...

Wednesday, March 29, 2017

I’ve been working and exercising and taking better care of myself lately. I had to change a lot of things in my life to do that. We all know what we “should” be doing, right? But, really, actually doing those things...

Friday, March 24, 2017

It’s times like today that I sit and wonder about my future. I have grown, or nearly-grown, children and aging parents. I am an only-child, and feel like the fulcrum of my family; gently balancing the parent/child universe. What...

Wednesday, February 15, 2017

Enough about my Himalayan trek, right? Well, no. This time we need to make personal adjustments…. My body was abused during my trek to Annapurna Base Camp (ABC) as we climbed to 14,000 feet in 3 days and then descended for 4...

Monday, January 30, 2017

Every year we make resolutions for one reason or another. Weight loss, physical fitness, time management, business growth, job performance, or asking for the well deserved raise! It helps to envision results, to help you start moving...

Tuesday, January 10, 2017

A friend of mine asked me to join her on an adventure to Annapurna Base Camp in Nepal. We left on November 26th and returned December 12th. Seventeen days to fly to Nepal, climb halfway up the 10th highest mountain in the world (ABC),...

Tuesday, December 27, 2016

Last week I returned from a trek in the country of Nepal. An unusual adventure for me, but one that seems to be symbolic of the transformation that has been happening in my life over the last 2.5 years. A close friend of mine had...

Wednesday, November 16, 2016

A KISS-able Budget Guideline Creating a budget can be overwhelming! So much so that you just don’t ever do it…you just play it by ear, month by month, without any sort of plan at all! 50/30/20. Simple as that. 50/30/20. I...

Friday, November 11, 2016

Wednesday, November 9, 2016

Donald Trump has completed his landmark quest and will become the nation's 45th President after a contentious, and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This...

Wednesday, October 5, 2016

This week I had a conversation with my son about the choices of young college graduates around investing. I asked him about his friends and if they were putting money away for their retirement. Most have decent jobs. But no, they have...

Wednesday, September 14, 2016

Today I went to my cycling club picnic. In the morning, we gathered to decide what type of ride we would do. There were about 150 people there who all enjoy the sport in a variety of ways, and at different levels. There were three...

Tuesday, August 16, 2016

There are many things I wish I had learned at an earlier age. I wish I had learned that others opinions don’t matter; that I need to stick to my own goals and stay true to my own values. I wish I had learned to keep my temper in...

Wednesday, August 3, 2016

The decision to work primarily with women was not one that came immediately to me. As a financial advisor, my goal (with open honesty) is firstly to earn money so that I can pay my bills. That’s done by gathering clients who...

Tuesday, June 14, 2016

SCAM!!! By Linda E Bauer 6/7/2016 Three weeks ago I started receiving threatening phone calls from the IRS. I got one every other day, it seemed, and the callers were relentless. I was told that I owed them a significant amount of...

Wednesday, January 20, 2016

Let go of cheating on your future with your past. It’s time to move on and tell a new story. So, you haven’t started saving yet? Your retirement is non-existent? So what? Will putting it off for the next year make it any better? No....

Friday, December 18, 2015

The events of Wednesday bring one word to mind: finally. Earlier today, the Federal Reserve (Fed) finally raised the target for the federal funds rate by 0.25%. By raising this key overnight borrowing rate, the Fed raised interest...

Tuesday, November 24, 2015

Women who visit an advisor with their husband shouldn’t settle for being ignored or treated as secondary. Here’s how to tell if the advisor considers you an indispensable part of the relationship.