Journey Advisory Group

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.

Not all firms are built the same. And that matters more than most people think.

We are a family- and employee-owned business. That means we do not answer to outside shareholders. It allows us to stay focused on long-term decisions and the needs of our clients over time, not short-term expectations.

That approach is core to how we operate, which is why it’s meaningful to be included among Cincinnati’s 69 largest family-owned businesses.

You can view the full list here:

Cincinnati's 69 biggest family-owned businesses, 2026 - Cincinnati Business Courier The 69 largest family-owned businesses in Cincinnati reported more than $13 billion in revenue in 2025 from offices located within the counties of Brown, Butler, Clermont, Hamilton and Warren counties in Ohio; Boone, Bracken, Campbell, Gallatin, Grant, Kenton and Pendleton counties in Kentucky; and....

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Budgeting After a Divorce Divorce is the second most stressful time in a person's life. Here's some tips to get through it.