April 2024: Total Eclipse


With the greater Cincinnati area in close proximity to the path of the solar eclipse, we look to the sky for inspiration for this quarter’s update and outlook.

April 2024: Total Eclipse2024-04-12T13:39:37+00:00

February 2024: The Magnificent Sellers


“In case you haven’t noticed it, and judging by the attendance, you haven’t, the Indians have managed to win a few here and there, and are threatening to climb out of the cellar.” - Harry Doyle in Major League.

February 2024: The Magnificent Sellers2024-02-20T18:26:59+00:00

January 2024: Bunny Slope


The weather has just now started to reach consistent levels of freezing temperatures, so hopefully soon we will introduce our children to the joys of skiing.

January 2024: Bunny Slope2024-01-12T19:59:43+00:00

December 2023: Divorced. Beheaded. Died. Survived.


We were in Memphis for Thanksgiving and saw the musical Six, which is about the wives of Henry VIII. Though a polarizing choice in the Eagleston house, we will use it as inspiration for this month’s update. I am going to refrain from putting in links to the songs for the mental health of our readers.

December 2023: Divorced. Beheaded. Died. Survived.2023-12-15T17:12:44+00:00

Forbes – Four Things To Review With Your Financial Advisor Before The New Year


The end of the year is always a hectic time, and although some argue turning the calendar to a new year is capricious and arbitrary, most people (not to mention Uncle Sam) do not look at it that way. To that end, let’s look at four things you may want to be discussing with your financial advisor before the clock strikes 11:59 on December 31.

Forbes – Four Things To Review With Your Financial Advisor Before The New Year2023-12-12T16:00:54+00:00

November 2023: Gallia est omnis divisa in partes tres


Having only recently moved back to Cincinnati, I was a little unprepared for the autumnal gloom that can overwhelm the beauty of the foliage. This became apparent on a jaunt to Pittsburgh for our daughter’s soccer team where, unfortunately, the soundtrack was (and I am only being somewhat hyperbolic here) driver of GDP growth, inspirer of Halloween décor, and destroyer (or would-be savior) of American football, Taylor Swift. We will celebrate her entire catalog (as well as another, older Swift).

November 2023: Gallia est omnis divisa in partes tres2023-12-15T17:16:48+00:00

October 2023: Crucible of War


October Update - Key Takeaways • Bond vigilantes pushed U.S Treasuries into a historic decline in September. • The end of 2023 may be a crucible for investors. • Events in the Middle East are eerily similar to prior flashpoints that have devolved into wider conflagrations.

October 2023: Crucible of War2023-10-19T18:24:41+00:00

Market Commentary – September 2023: The Price is Right


America lost a television icon in August with the passing of Bob Barker, long-time host of The Price is Right. As one of our colleagues insightfully noted, he died at age 99, coming as close as possible to 100 without going over. We will come on down and use a few of the show’s games for this month’s recap. September Update - Key Takeaways • Fed policy finally started to squeeze investors in August. • The deck remains stacked against investors as we consider the factors we track. • The rest of the year may be a cliff hanger, especially for higher valuation stocks.

Market Commentary – September 2023: The Price is Right2023-09-13T13:19:01+00:00

September 2023: Voltaire and the Irony of Passive Index Investing


The French Enlightenment philosopher, writer, historian Voltaire once wrote: “The Holy Roman Empire was neither holy, nor Roman, nor an empire.” Adapting one of history’s pithier jibes to the realm of financial advice, we think the so-called passive index is most often neither passive nor an index, and it is most certainly not investing. Investors should take heed.

September 2023: Voltaire and the Irony of Passive Index Investing2023-09-11T17:37:30+00:00

Behind the Ticker Episode 13: Adam Eagleston – Formidable / FORH


Episode 13 features Adam Eaglston, the Chief Investment Officer of Formidable Asset Management. Formidable is an active and adaptable financial services company. They employ a disciplined process and build client portfolios and develop financial plans.

Behind the Ticker Episode 13: Adam Eagleston – Formidable / FORH2023-08-15T18:19:00+00:00