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February - 2024
Journey Advisory Group's CIO, Eric Pettway, CFA discusses our 2024 Outlook and introduces a member of the investment team, Ben Ferreby, JAG's head Trader.
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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.
Winner of the 2023 Business Courier's Annual Stock-picking Contest
Journey Advisory Group's Trader, Ben Ferreby, won the 2023 Business Courier's Annual Stock-picking Contest. This is the second straight year a member of JAG's Investment team has won the contest!
Winner of the 2022 Business Courier's Annual Stock-picking Contest
Journey Advisory Group's Chief Investment Officer, Eric Pettway, won the 2022 Business Courier's Annual Stock-picking Contest!
Why should you consider working with a local financial advisor or firm?
As business growth comes with costs, here are some key considerations to help you prepare accordingly.
Like most investors, entrepreneurs and business owners tend to be susceptible to innate behaviors and biases that induce them to abandon their long-term perspective.
Like savvy consumers and business owners, banks and regulators alike must pay attention to the lessons learned from the recent bank failures.
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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