Mark Weiskind Quoted in Cleveland Jewish News

By |2025-10-02T19:06:42+00:00September 11th, 2025|In the News|

While the estate planning process may be similar for everyone, the outcome is unique to every individual and family. In a recent Cleveland Jewish Publication Company article, President and Founding Partner Mark Weiskind, CFP, CPA/PFS (inactive) breaks down some of the possible personalized elements of estate plans. “The level of detail will depend on the [...]

This Fall, Pick Pumpkins, Not Stocks

By |2025-09-04T14:00:57+00:00September 4th, 2025|Blog|

By: Matt Garrott It’s officially Pumpkin Spice Season and it recently came to my attention that pumpkin spice is actually a mix of nutmeg, cinnamon, ginger, cloves, and allspice. This mélange doesn’t smell like the inside of a pumpkin at all, thankfully. Is there a lesson for investors on how a mix of [...]

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