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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Values in action (4)

hometown heroes on soccer pitch

Hometown Heroes: Columbus nonprofits celebrated for driving positive change in the community

 Jul 08, 2024 |RBC Wealth Management

Recognizing organizations that lead the way in serving underrepresented individuals and communities.

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The value of the right guide

The value of the right guide

 May 10, 2023 |John Hershey III

John Hershey recalls his recent fishing trip and discusses the parallels between trusting his fishing guide and the relationship our team has with our clients

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Charitable giving for the greater good

Charitable giving for the greater good

 Dec 02, 2022 |Gerry Spessard

Charitable giving can be a powerful financial tool. Gerry Spessard discusses how contributing to the causes that matter most to you can also potentially lower your tax bill.

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John Hershey and father photo.

Lessons Learned from My Father

 Jun 16, 2022 |John Hershey III

John Hershey's father, Jack, worked as a financial advisor for 50 years. This Father's Day, John reflects on the important lessons he learned from his dad's time in the business.

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