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Category: LFG

Q3 Letter From the President

By Lineweaver Financial Group
July 10, 2017 Category • Letter From The President, LFG, Newsletter, 2017

One of my favorite things about summers past, especially when the kids were young, was a tradition that my father-in-law started. At the beginning of each summer, hed take pictures of the kids on vacation, having fun, or just lounging around at home. At the end of the summer, hed make a little book out of it and give it to Kathy and me. I still have all those books! These are a few of my favorites of us as a family. I hope that you and your family have something fun planned this summer, and that youll take the time to make (and capture) a few memories of your own!

Letter From the President: Winter 2017

By Lineweaver Financial Group
January 12, 2017 Category • Letter From The President, LFG, Newsletter, 2017

For a lot of people, 2016 was a challenging year. Following a year of contentious rhetoric on the primary campaign trail, the presidential election was perhaps even more divisive. We lost music icons Prince, David Bowie, and Leonard Cohen. Even Brad and Angelina - the epitome of the Hollywood love story gone right - announced that they would part ways. For a lot of people, 2016 was a challenging year. Following a year of contentious rhetoric on the primary campaign trail, the presidential election was perhaps even more divisive. We lost music icons Prince, David Bowie, and Leonard Cohen. Even Brad and Angelina - the epitome of the Hollywood love story gone right - announced that they would part ways. On a personal note, time is flying for the Lineweaver family. We sent our oldest daughter off to college at the Farmers School of Business at Miami of Ohio. She is actively pursuing a finance degree (I cant imagine where she came up with that idea) with a minor in entrepreneurship. She made

Letter From the President - Fall 2016

By Lineweaver Financial Group
October 11, 2016 Category • Letter From The President, LFG, Newsletter, 2016

The Department of Labor has new rules which go into effect in April, 2017. The Fiduciary Rule requires retirement advisors to adhere to a fiduciary standard, putting the best interests of their clients first rather than their own. The new rule expands the types of retirement investment advice covered by fiduciary rules to include IRAs for the first time Previously brokers and advisors were held to a less rigid standard, and could recommend products that put their own profits ahead of the best interests of their clients. The revised Fiduciary Rule will require retirement brokers to be more accountable for the advice they provide to their clients, making sustainable retirement income more likely for many retirees. The important point is that as a fiduciary, we are required to act in the best interest of our clients. This means that any advice and recommendations must be driven by what is best for you and cannot be influenced by any other considerations. The fiduciary standard also requires

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