Letter from the president
by Jim Lineweaver, CFP(R), President and Founder
Ever since I was a kid, summers have been a special time of year. Back then no school and the freedom of summer were a thing of beauty. It’s a great time to be outdoors, enjoying all Northeast Ohio has to offer. We’re not held captive by the cold weather of winter and can spend more time with family, friends and neighbors. I don’t want to rain on your parade, but winter will be back before you know it. So why am I reminding you of something you would probably like to forget? Don’t let summer slip away without taking advantage of it. If there is something you would like to do or someplace you would like to go my suggestion to you is to do it now. It could be as simple as going out for ice cream or throwing a hot dog on the grill!
Let’s take this thinking one step further. If there is something that is on your bucket list, why not start putting plans in place to check it off of your list. If you have the resources and health now, take advantage of both of them and make that dream a reality. None of us know what the future holds….putting things off might mean they never become a reality; I have seen it happen all too often. Don’t make that mistake. If there is something on your bucket list and you would like our assistance making certain it won’t upset your financial plans give us a call. I recently met with a client that wanted to know if they could afford a new sailboat; they are shopping for one now!
We are six years into a period of economic expansion coupled with six years of rapid market growth. Just like summer will come to an end, so will the pace at which we have seen the market growth and expansion. We have taken some initial steps to insulate you from the upcoming volatility, and will take additional steps as warranted. Having said that, if you would like to review your portfolio for further adjustments, give us a call.
There are myths about how the market behaves in the summer, and they tend to contradict one another. One thought is that sometime between Memorial Day and Labor Day there typically is a significant upturn in the market, or a summer rally. The opposite belief is that summer does not bode well for stocks, and you should sell in May and go away and get back in the market in the fall. You can find statistics that support each camp. We tend to think that there can be similarities in market cycles, but each year, as each client, is unique.
While you are relaxing and enjoying summer I want you to know that my staff and I are hard at work….for you! I’ve put together a top notch staff so that we can provide you with a level of service that is unparalleled. If you need something, we are here for you.
Click here to read the Summer 2015 Newsletter in its entirety!
Terms and Conditions | Privacy Policy | Disclosures
Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's 2024 list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's 2024 List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. Lineweaver Wealth Advisors was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2024. In 2023, Lineweaver Wealth Advisors was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2023. In 2021 and 2022, Lineweaver Wealth Advisors was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2021 and 2022 respectively.
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.
Lineweaver Financial Group ©
Powered by 
Virteom