Tri-State Financial Group

8044 Montgomery Road Suite 530 Cincinnati, OH 45236

Phone:

Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.