Blog

Q4 2018: Letter From the President

2018 marks a major milestone in Lineweaver Financial Group history. When I started the
company 25 years ago in 1993, my vision of improving the lives and retirements of families
was just getting started. When I think back to those early days and compare it to where
Lineweaver Financial Group stands today, I can’t help but be proud of the hard work we’ve
done, and the things we have accomplished.

In the last few years we have opened new office locations, which has expanded our reach to
areas such as Mentor, Westlake, and most recently, Akron. Meanwhile, at our headquarters in
Valley View, we continue to grow as a company. We have made major changes to our website,
providing easier online account access to our clients, and making our informative materials such as our blogs, articles and whitepapers more readily available.

Many of you were familiar with our segment on the Golden Opportunities show which ended earlier this year. We are now featured every Sunday on Fox 8 just before the 10 AM news with Chris Wallace, as part of our own segment, “The Financial Quarterback.” We will continue
to provide helpful financial planning strategies and tips through this new program, and we hope to serve as a valuable retirement resource.

Of course, none of these things would be possible without our clients. On behalf of everyone at Lineweaver Financial Group, I want to thank you for placing your trust in us, and for providing us with the opportunity to carry out your financial vision.

Here’s to another 25 years!

Most Recent

Economic Commentary: Q3 2019

By Lineweaver Financial Group
July 02, 2019 Category: Economic Commentary, Review, Q3

Investment Directions - Staycation or Vacation? Sell in May and go away is an old maxim for investors. Evidence is mixed on its validity, but given this years rally, the temptation now is understandable. Our take: consider taking some profits and rotating into exposures that offer more resilience if volatility returns. Think of it as the investor version of a staycation and catch up on chores. With that in mind, our take on the major investor themes for the weeks ahead: U.S. Equities: Reverting to Technology We remain overweight U.S. equities, and one of our favored sectors is technology. Even with strong performance this year, we believe the sector remains appealing. Technology firms tend to have strong balance sheets and enjoy support from longer-term trends, attractive qualities in a late economic cycle. Furthermore, tech stocks have historically fared well through various yield curve regimes. Developed Markets: Europe Poised for Revival? Investors in Europe have had little reason

Healthwatch: Tips for Lowering Your Risk of Dementia

By Lineweaver Financial Group
July 02, 2019 Category: Dementia, Healthwatch, Health, Q3

Theres no effective treatment for dementia, which affects 50 million people worldwide, but the World Health Organization (WHO) says theres much that can be done to delay or slow the onset and progression of the disease. In May, WHO issued the following recommendations to reduce the risk of dementia globally, and combat cognitive decline: Regular physical exercise Dont use tobacco Drink less alcohol Maintain a healthy blood pressure Eat a healthy diet, particularly Mediterranean foods Avoid dietary supplements such as Vitamins B and E WHO said there are 10 million new cases of dementia every year, and this figure is set to triple by 2050. The disease is a major cause of disability and dependency among older people and can devastate the lives of affected individuals, their careers and families, the organization said. Although the report stressed that social participation and social support are strongly connected to good health and individual well-being, it said there was insufficient

Bipartisan Support in Congress to Make Retirement More Secure

By Lineweaver Financial Group
July 02, 2019 Category: Congress, Retirement, IRA

by LFG Tax Director, Mark Sipos On May 23rd, 2019, the U.S. House of Representatives voted overwhelmingly in favor of the SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement. Most of the provisions in the act are designed to make it easier for more people to save for retirement, and for more employers to offer retirement plans for their employees. One notable provision in the bill would essentially end whats known as the stretch IRA. Under the current law, when a beneficiary inherits an IRA, the beneficiary can choose to have the IRA balance distributed in two ways: either in required minimum distributions based on his or her life expectancy, or during the five years after the original account holder passes. Making maximum use of the IRAs taxdeferred compounding like this is known as a stretch IRA. Under SECURE, in most instances an inherited IRA would have to be fully distributed within 10 years of the original owners death, although there are some exceptions. Some

Categories
Newsletter (27)
Retirement Planning (14)
Retirement (12)
Letter From The President (12)
Economic Commentary (12)
Financial Planning (11)
Healthwatch (10)
Tax (10)
Lineweaver (10)
Market Commentary (8)
Education Programs (6)
Taxes (6)
Q3 (6)
General (6)
Market (5)
Bonds (4)
Tax Planning (4)
Social Security (4)
IRA (4)
LFG (4)
Diversification (3)
Finance (3)
Estate Planning (3)
Tax Law (3)
2017 (3)
Insurance (3)
Market Review (3)
Trump (3)
2019 (2)
High Income (2)
Financial Strategies (2)
Rising Interest Rates (2)
Market Update (2)
Client Spotlight (2)
Tax Scams (2)
Investments (2)
Q2 Newsletter (2)
Financial (2)
Portfolio (2)
Coordination (2)
Stocks (2)
2016 (2)
Investing (2)
Brexit Update (2)
Tax Cuts And Jobs Act (2)
Interest Rates (2)
Social Security Benefits (2)
(2)
Advice (1)
Summer (1)
Bitcoin (1)
Q3 Newsletter (1)
In Laws (1)
Inheritance (1)
Travel Tips (1)
Investment (1)
Charitable Giving (1)
RMD (1)
Distribution (1)
Tariffs (1)
NAFTA (1)
Trading (1)
New Tax Law (1)
529 Plans (1)
Q2 (1)
Cryptocurrency (1)
New Website (1)
Bruce Motko (1)
Bloodline Trust (1)
Travel (1)
Markets (1)
Drink Water (1)
Market Volatility (1)
Trusts (1)
Statements (1)
Marital Trust (1)
Roth Conversion (1)
Sring Cleaning Your Finances (1)
Keeping Your Mind Sharp (1)
Q2 2019 (1)
Legal (1)
Wills (1)
Chad Roope (1)
Roth Ira (1)
Traditional Ira (1)
Anne Graffice (1)
Congress (1)
Sell In May And Go Away (1)
Stock (1)
Buy (1)
Sell (1)
Dementia (1)
Health (1)
David Baker (1)
Pro Football Hall Of Fame (1)
Vacation From Investments (1)
Vacation Home (1)
Screens (1)
Eye Strain (1)
2018 (1)
Financial Quarterback (1)
Quarterly Newsletter (1)
James Lineweaver (1)
Exercising (1)
Market Outlook (1)
Q1 (1)
Market Pullback (1)
Financial Goals (1)
Jim Lineweaver (1)
New Years Resolutions (1)
Healthy (1)
Cooking (1)
Tips (1)
Reallocation (1)
Equifax (1)
Top Financial Strategies Of The Wealthy (1)
Holiday Gifts (1)
Life Insurance (1)
Annuity Alternatives (1)
Annuities (1)
Annuity (1)
Business Owners (1)
Self Employed (1)
Retiring (1)
Legacy (1)
Retire Early (1)
Retire (1)
Q1 2017 Newsletter (1)
Winter 2017 (1)
2016 Market (1)
1st Quarter (1)
Stockpile (1)
Bonds Ladder (1)
Service Day (1)
Retirement Tips (1)
Financial Advice (1)
Financial Advisor (1)
Social Security Planning (1)
Charitable Contributions (1)
Women And Money (1)
Harvest For Hunger (1)
Holiday Planning (1)
Gifting (1)
Election (1)
Candidates (1)
Politics (1)
Fall 2016 (1)
Financial Health (1)
Dividend (1)
Policy (1)
Defer Tax (1)
Grand Kids (1)
Fraud (1)
Identity Theft (1)
Third Quarter (1)
Tax Cuts And Job Act (1)
Introducing (1)
Kids (1)
Tax Cuts (1)
Mark Sipos (1)
Jobs (1)
Lose Weight (1)
Eat More (1)
Market Review 2017 (1)
Letter From The President New Years Resolutions (1)
Transfer Real Estate (1)
2017 Q4 (1)
401(k) (1)
Roth (1)
REITs (1)
Charity (1)
Donor Advised Fund (1)
Private Foundation Charitable Lead Trust (1)
Charitable Remainder Trust (1)
Growing Your Wealth (1)
Real Estate (1)
Risk Management (1)
Costs (1)
Protection (1)
North Korea (1)
Conflict (1)
Lineweaver Wealth Advisors (1)
Mutual Funds (1)
Expense (1)
Review (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom