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Letter from The President Q2

Posted By Lineweaver Financial Group
April 02, 2018 Category: Q2, Letter From The President, New Website, LFG

Keep an Eye Out for our New (and easy to use!) Website Many of our clients have been using our website for several years, and I know that many of you have come to count on it as a regular source of news, new and interesting resources, and a simple and secure way to access all of your accounts through our consolidated WealthTRAC Consolidated Reporting Platform. In an effort to consistently offer our clients and friends an updated and refined experience to better serve your needs, we’ve been spending some time updating our website over the last several months, and the new website will go live in the coming months. The new website will be better aligned with our clientele base, feature easy access to our newsletters, blog, Golden Opportunities Shows and other media appearances, and all of the client accounts that you have now. We have also taken this opportunity to narrow our focus, so that we can better serve you. You’ll notice that the new site focuses on four segments, which all of our clients fit into: Retirees, Pre-retirees, Business Owners, and Executives. No matter which group you fit into, we’ve taken some time to put together some valuable resources, information, and whitepapers that we hope you’ll take the time to look

Q3 Letter from the President

Q3 Letter from the President

Posted By Lineweaver Financial Group
July 10, 2017 Category: Letter From The President, LFG, Newsletter, 2017

One of my favorite things about summers past, especially when the kids were young, was a tradition that my father-in-law started. At the beginning of each summer, he’d take pictures of the kids – on vacation, having fun, or just lounging around at home. At the end of the summer, he’d make a little book out of it and give it to Kathy and me. I still have all those books! These are a few of my favorites of us as a family. I hope that you and your family have something fun planned this summer, and that you’ll take the time to make (and capture) a few memories of your

Letter From the President: Winter 2017

Posted By Lineweaver Financial Group
January 12, 2017 Category: Letter From The President, LFG, Newsletter, 2017

For a lot of people, 2016 was a challenging year. Following a year of contentious rhetoric on the primary campaign trail, the presidential election was perhaps even more divisive. We lost music icons Prince, David Bowie, and Leonard Cohen. Even Brad and Angelina - the epitome of the Hollywood love story gone right - announced that they would part ways. For a lot of people, 2016 was a challenging year. Following a year of contentious rhetoric on the primary campaign trail, the presidential election was perhaps even more divisive. We lost music icons Prince, David Bowie, and Leonard Cohen. Even Brad and Angelina - the epitome of the Hollywood love story gone right - announced that they would part ways. On a personal note, time is flying for the Lineweaver family. We sent our oldest daughter off to college at the Farmer’s School of Business at Miami of Ohio. She is actively pursuing a finance degree (I can’t imagine where she came up with that idea) with a minor in entrepreneurship. She made the rowing team, and is involved with the Wilks Institute for Leadership. Tyler turned 16 and is now driving (so keep in mind that the roads may be safer during school hours). He also made the JV basketball team and started his own landscaping business this  summer. Delaney is in 8th grade now and playing soccer, basketball, and is singing in show choir. So, while we’re sad to see 2016 go, we’re also excited for a new year, and new beginning. As we kick off 2

Letter From the President - Fall 2016

Posted By Lineweaver Financial Group
October 11, 2016 Category: Letter From The President, LFG, Newsletter, 2016

The Department of Labor has new rules which go into effect in April, 2017. The Fiduciary Rule requires retirement advisors to adhere to a fiduciary standard, putting the best interests of their clients first rather than their own. The new rule expands the types of retirement investment advice covered by fiduciary rules to include IRAs for the first time Previously brokers and advisors were held to a less rigid standard, and could recommend products that put their own profits ahead of the best interests of their clients.  The revised Fiduciary Rule will require retirement brokers to be more accountable for the advice they provide to their clients, making sustainable retirement income more likely for many retirees. The important point is that as a fiduciary, we are required to act in the best interest of our clients. This means that any advice and recommendations must be driven by what is best for you and cannot be influenced by any other considerations. The fiduciary standard also requires advisers to maintain the expertise to both thoroughly understand clients’ financial situations as well as the variety of options available to help them meet their financial goals. One of the more beneficial impacts of the new rules will be consolidation in the industry and less qualified advisors will fall by the wayside. All the better. The investing public will only benefit from an increased standard of care and the protections afforded under the Department of Labor rules. I

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