To meet your investment goals, an experienced and skilled investment advisor can help create investment strategies based on your unique life situation. Resonate strives to meet the highest industry standards for financial planning and investment management. In addition, we bring your wealth and life purpose together, which we believe is how you successfully grow wealth and well-being simultaneously.
Your level of comfort, understanding, and assurance takes precedence at Resonate.
We find that financial wealth is most fulfilling when it integrates with and supports one’s richness of life. That is why Resonate’s approach blends quantitative and qualitative financial planning as we offer unique, personalized strategies to help clarify and achieve meaningful and life-enhancing financial objectives as defined by each client.
Unlike most other financial advisors, the Resonate process is focused on more than numbers. We think of money as a means of fulfilling your life purpose and create integrated plans that meld who you are (values and life purpose) with what you have, through a process that is flexible and customized to you.
We start by gaining a clear understanding of who you are, what matters most (and least) to you and the level of finances you have with which to work.
As we are constantly concerned about keeping your data secure, a recent article in Fortune magazine titled “The Idiot Box Gets a Little Too Smart” written by Ashwin Rodrigues (August 2019) reminds us that smart TV’s are “essentially a big computer.” Just like any other computer in our homes, this one collects data to allow […]
Indeed, we seem to be living in interesting times! I know I have spoken with many of you in the past regarding the yield curve and past lessons we have learned from it. I found the attached article written by Sonal Desai, Ph.D., Chief Investment Officer of Franklin Templeton Fixed Income to be of particular […]
(I give credit to a Motley Fool article called “Party like It’s 1987” written May 12, 2019 for much of the information in the following article. Also, I am not making any recommendations to buy, sell or hold any particular positions.) Through April 30, the S&P 500 index had earned 18.3%. This is the best […]
As part of our concern for your overall well-being, I thought that some points about moving included in a recent insurance communication might be of value to you or someone you know. If you are moving out of state, is your current property and casualty company licensed in the state you are moving to? If […]
Under the theme “Fraud Watch 2019” there is an article titled “Making Sure You Are You” in the April 2019 AARP bulletin. I think that passwords can be frustrating to both young and old alike. Soon, passwords will be obsolete as a body of science called a biometric authentication continues to advance. Rather than typing […]
There has been a flurry of activity regarding our trade policy with China and China’s reaction to it. Jeff Herzog, Ph.D. and Portfolio Manager at Lord Abbett, published this analysis on May 17, 2019. I thought it was very insightful and hope you do as well! The title of his article is “Tariffs, Tweets, Trade […]
Kiplinger predicts “there will be plenty of deals in 2019.” (Source: The Kiplinger Letter April 12, 2019.) While there may be fewer incentives than in 2018, here are some tips for 2019: August and September are good months to shop as 2019 models are cleared from lots to make room for the 2020’s. The same […]
While it is not necessarily a popular topic, understanding some life insurance basics is essential. This is because there are many uses of life insurance throughout our lifetimes. Fortunately, there is a type of insurance that matches various needs. For example, insurance may be needed for: Liquidity at death to pay bills, pay taxes, replace […]
Here we were, coasting merrily along in the U.S. stock market. Then, all of sudden, the last few days hit! While I will be sending several opinions on consecutive days, I wanted to start with this one from Giolio Martini, Partner, Director of Strategic Asset Allocation at Lord Abbett. Will Trade Trauma Trip Up U.S. […]
We’d love to keep in touch with you! Please sign up for our quarterly newsletter in electronic or hard copy. Also please let us know if you’d like to receive market updates and other timely and thought-provoking communication we share with clients on a regular basis.
4605 East Galbraith Road
Cincinnati, OH 45236
Phone: (513) 605-2500
Fax: (513) 605-2505
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate ValMark Advisers, Inc. advisory services agreement and Disclosure Brochure (Form ADV Part II, as provided).
Fee-Based Planning offered through Resonate Advisors, Inc. a State Registered Investment Advisor
Securities offered through ValMark Securities, Inc., Member FINRA, SIPC.
Third Party Management offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor.
130 Springside Dr., Suite 300, Akron, OH. 44333, 800-765-5201.
Resonate, Inc. is independent of ValMark Securities, Inc. and ValMark Advisers, Inc.