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November - 2023
Journey Advisory Group's CIO, Eric Pettway, CFA and Senior Financial Advisor, Kevin Kane discuss the current state of the markets and cover 3 important questions we are commonly receiving.
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CFA Society Cincinnati Wealth Panel
April 25, 2023
Journey Advisory Group's President & CEO, Tyler Lang, CFA spoke on a panel hosted by the CFA Society Cincinnati alongside other senior executives from some of Cincinnati’s leading wealth management and advisory firms.
Private Wealth Ohio Forum
November 16, 2022
Our CIO, Eric Pettway had the pleasure of speaking at the Private Wealth Forum in Columbus, Ohio.
Private Wealth Central States Forum
August 18, 2022
Our Chief Investment Officer, Eric Pettway, CFA, had the pleasure of speaking at the Private Wealth Forum in Nashville. He was selected to present on the Outlook of the Markets alongside other industry experts.
Living with risk is inherent in small-business owners; they embrace risk as part of bypassing a corporate career.
The best way to control what happens to your small business is to take the time to obtain a valuation and execute a succession plan and then share that plan with those who need to know it.
Everyone can benefit in one way or another from having more money. Yet becoming rich may seem out of reach for most of us, and therefore may not be thought of as an attainable resolution.
Most importantly, do not allow complacency to halt your opportunity to succeed. Seize the moment without the fear of failure that can paralyze potential successes.
Navigating a divorce is not only stressful but financially challenging.
Exploring this question of allocating scarce resources can look different for each individual.
Yes, you can clip coupons and cut back on nonessential spending, but what can you do to manage the viability of your overall financial situation to protect your future?
If college is the right path for your kids, how will you afford it?
Earth Day 2023
The JAG team enjoyed participating in the Earth Day Celebration put on by the Fort Thomas Conservancy and the city of Fort Thomas!
2023 Greater Cincinnati Earth Day Event
We are glad to have been a sponsor for the 2023 Greater Cincinnati Earth Day Event at Summit Park, Blue Ash!
Toy Drive 2022
Thank you to everyone who donated toys during our toy drive for Be Concerned for their Annual Christmas store. Be Concerned is the largest choice pantry in Northern KY with multiple locations. The 55th annual Christmas Store is expecting 750 children who will be able to receive toys for Christmas through this program. We are grateful to be able to support our neighbors on a great cause!
November 10, 2021
Journey Advisory Group is proud to announce the selection of our Chief Investment Officer, Eric Pettway, CFA as President of the CFA Society Cincinnati! Learn about Eric's background, his career at JAG, his involvement with the CFA Society and what it means to be a CFA®.
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