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Jun 3, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of...
May 20, 2025

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
May 6, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how...
May 1, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly...
Apr 15, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you...
Apr 1, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your...
Mar 18, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many...
Mar 4, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive...
Feb 18, 2025

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Feb 4, 2025

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Jan 21, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on...
Jan 7, 2025

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.

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About Us

Our mission is to provide fee-based, highly personalized professional investment advice and management to a select group of qualified investors. Our focus is firmly fixed on controlling risk and achieving superior long-term results for our clients utilizing unique investment and trading strategies.

Our Office

846 Riverbend Avenue
Powell OH 43065

E: lkramer@cma-investments.com
P: 740-879-4306
M: 614-832-1953

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