Featured Insight
June 2024
Banking Barrens – As Loans Dry Up, Local Companies Scramble for Credit
Stubbornly high interest rates, problem loans and a push by regulators for banks to keep…
June 2024
Starbucks Will Get a Jolt…
Starbucks is growing at a rapid pace, and continues to adapt with greater efficiency and…
May 2024
1Q2024 Investor Letter
In January’s letter, we considered a Federal Reserve “waffle” of extraordinary proportion set upon the…
February 2024
Buy Mondelez Stock for Oreos—and Everything Else
Mondelez stays consistent in the snack world, driven by strategic insight and market dominance. Eric…
February 2024
J&J Can’t Promise Wall Street No More Tears
J&J faces investor skepticism amid unresolved baby powder lawsuits. Kevin Gade of Bahl & Gaynor…
January 2024
Medpace, Cintas top list of Cincinnati’s best stocks of 2023
In a year in which only a select few stocks beat the market, three Greater…
January 2024
4Q2023 Investor Letter
The Pavlovian market response to dramatically lower interest rate expectations highlights associated risk in broader…
January 2024
Capping Risk Redux: The Value of Dividend Growth Investing in a Growth-Dominated Landscape
December 2023
Capping Risk: The Value of Dividend Growth in a Cap-dominated Landscape
Executive Summary Recent Equity Market Narrowness It is well understood that recent market performance has…
December 2023
Big Reasons to Think Small: The Merits of a Small/Mid-Cap Dividend Growth Allocation
Executive Summary Small/Mid-Cap Equity Exposure Misconceptions The small/mid-cap equity space is unique in the sense…
December 2023
Roll Education Cash into a Retirement Roth
Parents and Grandparents of school aged children are well aware of the tax advantages...
October 2023
Cognitive Dissonance
In her 1571 Statute of Usury, Queen Elizabeth abolished the prohibition of interest.
October 2023
It’s Good to Give AND to Receive
This is especially true for Ohio residents who donate to a Scholarship Granting Organization (SGO)…
September 2023
Sheets, Desk Lamp… Power of Attorney?
The list of things to do with and for your college bound child is extensive.…
September 2023
Fifth Third Increases Its Dividend. Again.
For the eighth consecutive year, Fifth Third Bancorp has increased its dividend to shareholders.
September 2023
Markets (Babies) Can Remain Irrational (Crying) Longer Than You Can Remain Solvent (Calm)
The past few years have felt like a lifetime of ‘one-time’ events for investors...
August 2023
Fifth Third Defies Banking Trends
Cincinnati based Fifth Third Bancorp beat second quarter predictions, today reporting adjusted earnings...
August 2023
Local Stock Index Hits All-Time High
While the overall market has yet to reach previous peaks, the Cincinnati Business Courier reports...
July 2023
Remembering the “Why” of Dividend Growth Investing
Several instances in B&G’s history have invited us to pause with our clients and reflect…
June 2023
The All Important, Two Letter Word
As we close 1H2023, two letters have dominated headlines and helped propel the S&P 500…
June 2023
Kroger Increases Dividend
June 23, 2023 The nation’s largest traditional grocer is raising dividend payments to shareholders by…
June 2023
You need a financial plan unique to you.
We do more than manage your assets. Find out what more we can do for…
April 2023
Fifth/Third Earnings Report Displays Stability
Cincinnati’s largest locally owned bank reports first quarter earnings that beat...
April 2023
Shelf Life
A 24-hour news cycle combined with a rapid increase in professional and retail day traders…
February 2023
P&G Files to Raise > $2B
Procter & Gamble filed paperwork this week with the Securities and Exchange Commission...
February 2023
Fifth Third’s 4Q Earnings Beat the Estimates
Cincinnati’s largest locally based bank posted...
January 2023
Dividends Paid Reach a New High
S&P 500 companies spent a record amount on dividends in 2022, giving shareholders...
January 2023
SECURE Act 2.0
Another year before you must take minimum withdrawals from your retirement accounts…
January 2023
Kick the Football, Charlie Brown!
The relationship between the Fed and market participants in 2022 resembled Charlie Brown’s failure...
December 2022
Inflation Takes a Toll on Local Stocks in ‘22
A Cincinnati Business Courier review of 22...
December 2022
Identity Theft Rising Rapidly
$52B… that’s the estimated amount stolen from Americans last year by identity thieves.
November 2022
Cincinnati Stocks Soar, Here’s Why
In the wake of a better than expected inflation report, shares of several...
October 2022
BIG Social Security Benefits Increase
For the 70 million Americans receiving Social Security: good news!
October 2022
5th/3rd Earnings Fall Short of Expectations
Though reports show 3rd quarter Fifth Third...
October 2022
If Kroger Buys Albertsons, Are We the Winners?
Two powerhouse grocery chains confirm...
October 2022
Merging Grocery Giants?
Both hurdles and opportunities abound as reports indicate a proposed merger...
October 2022
The Fed Means Business.
Have Investors Caught On?
We have been struck by the yo-yo pattern...
September 2022
Kroger’s Omnichannel Retail Success
A recent article on CNBC.com claims...
September 2022
5th/3rd Dividend Increase No Surprise
The largest Cincinnati based bank, Fifth Third Bancorp, announces a 10% increase...
September 2022
New Record High for Dividend Payouts
Our growing dividend philosophy proves itself anew. Despite a volatile 2022 market, income generating stocks…
August 2022
Grocery Store Wars: Where Kroger Stands
In its most recent financial report...
July 2022
Great Resignation Meets Potential Recession
The factors affecting our workforce...
July 2022
Are We Headed for Recession?
Rising prices and Fed rate hikes have many economists predicting...
July 2022
Tax Loss Harvesting
As we approach the end of 2Q 2022, the S&P 500 is officially in “bear…
July 2022
Bahl and Gaynor: Successors Announced
Nearly 32 years after our firm’s birth, Bahl & Gaynor announces some changes in…
June 2022
Kroger Raises Annual Dividend 24%
The Kroger Company Board of Directors has approved...
June 2022
Market hits bear territory – local stocks react
Inflation soared beyond expectations in May...
June 2022
Surplus Goods Eat at Corporate Profits
In the face of rising inflation, consumers are buying less, forcing many U.S. retailers...
May 2022
Are You Willing to Break the Rules? If So, Good.
In the face of rising inflation, the Federal...
May 2022
Current Market Thoughts
Despite the increased market and economic uncertainty...
May 2022
Worst Day for Local Stocks in Nearly 2 Years
Greater Cincinnati stocks dropped today...
May 2022
Stock Market Takes a Beating
Though largely positive yesterday after the Federal Reserve...
April 2022
5th/3rd Earnings Down; There Are Positives
Fifth Third Bancorp posted first quarter...
April 2022
A Multi-Faceted Transition is Underway
2022 represents an important turning point...
April 2022
It’s a Different World: Secure Your Savings
After the ‘08 financial crisis, the U.S. stock market embarked on the longest bull run…
March 2022
Shoppers React to Rising Prices
With inflation reaching its highest level in 40 years...
February 2022
Impact of Ukraine Crisis on P&G
As the ruble drops to record lows against the dollar...
February 2022
Volatile Markets and Staying the Course
Are there lessons to be learned for investors...
February 2022
Impact of Ukraine Attacks on Energy
Oil and natural gas prices are up across the US...
February 2022
Dividend Payers Turning Up Sharply
At Bahl & Gaynor we’ve long believed “Dividends Pay Dividends.”
February 2022
Pfizer’s 2022 Outlook Falls Short of Expectations
Pfizer Inc. expects to generate record...
February 2022
Procter and Gamble To Raise Nearly $2B
The consumer giant plans to raise the funds by selling debt.
January 2022
4th Quarter Earnings: 5th/3rd Bancorp
Cincinnati’s largest locally owned bank posted...
January 2022
Momentum is a Powerful Thing
Another year of strong returns though challenges loom...
January 2022
Ways to Meet Your Financial Goals in 2022
The New Year brings resolutions most of us...
December 2021
Are 529 Plans Right for You?
A 529 plan is a tax-advantaged savings and investment account designed to pay for expenses…
December 2021
ID Theft on a Record Pace
Take great care as you shop online this holiday season...
November 2021
Responsible Investing
As an Investor, what motivates you? Think seriously about your answer.
November 2021
Local Stocks That Soared
Investors who bought Greater Cincinnati stocks in the early days...
November 2021
Impact of the GE Split
The recent split of General Electric Co. into three separate enterprises...
October 2021
Why Procter & Gamble Seeks Foreign Investors
Investors reacted positively after Proctor...
October 2021
New CEO at Procter & Gamble
Investors reacted positively after Proctor and Gamble’s Board of Trustees named...
October 2021
Investors Lukewarm on Fifth Third 3Q Earnings
Fifth Third Bancorp’s third-quarter earnings...
October 2021
Proctor & Gamble Raising Prices
Cincinnati based Proctor & Gamble announced...
October 2021
Merck’s New CVD-19 Pill Shakes Up Healthcare
Positive clinical trial results...
September 2021
The Importance of Downside Protection
Every investor wants strong returns with little or no risk.
September 2021
Another Dividend Increase
Cincinnati’s largest locally owned bank increased its quarterly dividend...
September 2021
Quality Counts
(What Discerning Investors Have Always Known) The post-COVID value rally at times… okay, often… ignored…
August 2021
Financial Maturity: Leveling Up
Your career is off to a great start and your path forward is filled with…
July 2021
Consumer Products Giant Names New CEO
In a surprise move, Procter and Gamble hires...
July 2021
Fifth Third Unveils Dividend Increase
Fifth Third Bancorp easily beat analysists’ second quarter earnings estimates...
July 2021
Inflation Impact: Plan Now for Later
Wall Street & news outlets are buzzing about inflation...
July 2021
Protection Amid Inflation Expectations
Despite assurances from the Federal Reserve...
June 2021
Resisting Retirement?
It’s said that 65 is the new 45. Those two decades might be a stretch…
June 2021
Alzheimer’s News Renews Investor Interest in Biotech
Recent approval by U.S. regulators of a drug to treat Alzheimer’s...
May 2021
Are Dividends Still Relevant? (Spoiler: Yes!)
Dividend Redux (2021) Suggests Reasons...
April 2021
Teach Your Child to Save
April 28, 2021 When to start teaching your kids to save? Our Maura Kelly says…
April 2021
The Great Unknown: Inflation
Interest rates have been rising... despite recent efforts by the Fed Chair to dispel the…
April 2021
5/3 Bancorp Earnings Surprise Analysts
Jim Russell quoted in the Cincinnati Business Courier
April 2021
Rebounding: on the Court, in the Economy
Our economic recovery is, no doubt...
March 2021
COVID Complications: Identity Theft
The global pandemic spawns identity theft...
March 2021
5/3 stock on the rise, 8% the last two days
Jim Russell quoted in the Cincinnati Business Courier
February 2021
Why Dividends Matter…
Why focus on dividends at a time when some may consider the strategy unimaginative?
February 2021
How to Avoid Troubled Water?
Short squeezes are not new. (We experienced them in high numbers in 2000 and 2009.)...
January 2021
5/3 Bank Returns Jump Dramatically
Jim Russell Quoted in the Cincinnati Business Courier
January 2021
Kroger Issues Millions in Debt
Jim Russell Quoted in the Cincinnati Business Courier
December 2020
High Hopes
The year 2020 is one for the record books in every way. Unprecedented public health-driven…
December 2020
Fifth Third Sells Several Businesses
Jim Russell quoted in the Cincinnati Business Courier
October 2020
Taking Stock of the Recovery
So very often and for good reason, investors associate the summer months with a quiet…
July 2020
Celebrating 30 Years of Serving You!
It is with a deep sense of gratitude and some measure of pride that we…
April 2020
Outbreak Covid-19
This global pandemic has manifested as a devastating tail risk event that brought the longest-running…
March 2020
Recent Developments
Our March 23 note concluded as the Federal Reserve’s various conventional and unconventional policy tools...
March 2020
Recent Developments
The COVID-19 health response, namely social distancing measures, has become increasingly apparent in both it's…
March 2020
Recent Developments
Global markets continue to react negatively last week to the rise in COVID-19 cases in…