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The 20-year industry veteran serves athletes and entertainer clients and he has an app and video series called “Mind. Body. Money.”

DeVoe’s lookback at 2021 reveals trends and surprises.

While the giant wealth manager has won the balance of 23 decisions so far, it’s facing a wave of cases seeking hundreds of millions in damages.

The "January Barometer" has been fairly accurate at predicting the rest of the year in the past.

Democrat-leaning states argue that the $10,000 SALT cap deduction is politically motivated and violates the U.S. Constitution.

Wien’s annual list of surprises calls for stocks to sink nearly 20% in 2022.

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.

A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market.

Relationships, simplicity and a little hard work can go a long way.

The midsize wealth manager racked up millions of dollars in sales of an alternative product without adequate due diligence, according to FINRA.