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Financial planning can be daunting for anyone, but women often face unique challenges due to societal, economic, and personal factors. These challenges can create significant hurdles to financial stability and long-term security.
Top Planning Issues Facing Women and Managing Market Stress Read More »
The promise of AI reshaping industries, driving efficiencies, and creating entirely new markets has lured billions of dollars into AI-focused ventures and related infrastructure.
DeepSeek Might Have Just Popped the AI Bubble Read More »
The fourth quarter of 2024 was marked by a volatile performance in U.S. stock markets, with all three major equity indices – the S&P 500, DJIA, and NASDAQ – hitting their all-time highs in early December. The peaks were driven by strong economic data and investor optimism, fueled in part by positive corporate earnings.
Q4 2024 Market Commentary Read More »
Beth has served Benchmark clients for nearly 5 years as a Client Service Advisor. We wish her a relaxing and fun retirement down in Sarasota, Florida.
Announcing The Retirement Of Beth Koloseike Read More »
The Make-a-Wish Ohio, Indiana, and Kentucky chapter of Make-A-Wish held their Southern Ohio 2024 Wish Gala at Cincinnati Music Hall. Benchmark was proud to support the event as a “Joy Sponsor” with several team members in attendance.
2024 Make-A-Wish Annual Gala: A Night Of Joy and Hope Read More »
David Eltringham and Susan Eltringham were Vice Chairs this year at the Open Your Heart fundraiser for Stepping Stones at Eddie Merlots in Cincinnati.
2024 Stepping Stones Open Your Heart Read More »
In the digital era, the rise of artificial intelligence (AI) has transformed the landscape of personal and financial security. AI-driven applications and tools present both opportunities and challenges, especially for affluent individuals and families who often become prime targets for cyber threats.
As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be treated equally in a will?
Treating Kids Differently In Your Will and A Guide to Healthy Aging Read More »
We were honored to support Make-a-Wish as a Joy Sponsor at the 2023 annual Gala held in Cincinnati. The Make-a-Wish Ohio, Indiana, and Kentucky chapter celebrated 40 years of granting wishes as well as a record-breaking level of funds raised for local kids. A few members of the Benchmark team and clients attended the annual gala.
Benchmark at the 2023 Make-a-Wish Annual Gala Read More »
Roth IRAs and HSAs offer powerful tax advantages and long-term benefits. Roth IRAs provide tax-free growth and withdrawals in retirement, while HSAs offer triple tax savings for qualified medical expenses.
Roth IRAs, HSAs, and the “Backdoor” Roth for High Earners Read More »
We offer a personalized approach to wealth management.
Or visit Benchmark’s office located at 308 E 8th Street, Suite 300, Cincinnati, OH 45202.