Ben Beshear CFP®, AWMA, CLTC’s Post

Equities rode a wave of investor optimism to close out August on a high note. Here’s Chief Investment Officer Brent Schutte’s look at what risks the Fed believes still exist and how investors can manage them.

Podcast Update… our newest episode is now live! Excited to have my Dad, Ron Beshear, as this month's guest on the show! 🎙️ There are lots of nuggets in this episode that I think will bring a smile to your face! Leave your favorite nugget in the comment section! Check out the full episode by clicking the link below: 👇 https://lnkd.in/gexY4rxF

Keeps your financial plan on track and finish out the year strong! This involves: 1. Set Clear Goals: Define and work towards specific financial objectives. 2. Evaluate Investments: Review and adjust your portfolio as needed. 3. Consult Professionals: Get advice from financial advisors to refine your strategy. If you have questions about investing, budgeting, retirement planning, or anything related to finance, feel free to reach out to us by email at [email protected] #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment

LiveWell Capital had the incredible opportunity to work with the Joe Burrow Foundation to hand out fresh produce to the students at Cincinnati College Preparatory Academy. We were excited to donate our time to this wonderful organization!

Happy Labor Day! Today, we celebrate the hard work and dedication of workers everywhere. Take a moment to relax, enjoy, and appreciate the contributions that build our communities and drive progress. #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment

Join us in wishing a happy birthday to Davie Cochrane! Cheers to another great year.

You don't need to be an accountant to run a business, but you should be familiar with key financial reports and how to interpret them. By understanding your company's financial performance, you can set realistic goals and make informed decisions about resource allocation. Feel free to reach out to us and anyone from our team is more than happy to help you! #wealthmanagement #retirementplanning #lifeinsurance #investment #financialplanning #financialadvisor

LiveWell Capital is honored to be named as a Finalist in Cincinnati Business Courier's 2024 Best Places to Work. This recognition is a testament to the incredible culture and dedication of our employees and the vision and commitment of our leadership team.

Establishing financial milestones is crucial for attaining stability and independence. Through defining personal financial objectives, crafting strategies for attainment, and monitoring advancement, you pave a path toward financial prosperity. If you have questions about investing, budgeting, retirement planning, or anything related to finance, feel free to reach out to us by email at [email protected] #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment

Equities climbed last week thanks to more confirmation that the Fed is ready to cut rates. Chief Investment Officer Brent Schutte looks at why the Fed may be limited in how far it can go to stem an economic slowdown.