The Wealth Advisory Group of DiLauro Wracher & Thomas

DW&T advisors have been recognized for the 3rd consecutive year by AdvisorHub as ‘Advisors to Watch'. Congratulations Nathan Cope for being listed within ‘100 Advisors to Watch – Next Gen' (#25) and Jason DiLauro for being listed within ‘150 Advisors to Watch (Over $1B)' (#86). This is another testament to our entire team and the clients which we have the honor of working for! https://lnkd.in/gVurihsJ

Navigating conversations about finances and conveying your values to heirs can pose challenges. You might wonder how to emphasize the legacy aspect over mere money, assess your heirs' financial literacy, or ensure they appreciate charitable giving as much as you do. Below are insights to assist you in laying the groundwork for your values and principles well ahead of any financial transitions.

Thinking of passing the torch on to your kids? Here are three key steps for a smooth family succession plan: - Equip them with the knowledge and passion to run the franchise. - Discuss expectations, goals, and timelines for a seamless transition. - Our team can help navigate tax implications, legal documents, and create a succession plan.

We spent the evening at the Akron Rubber Ducks stadium in downtown Akron, Ohio with over 100 of our clients and their families. Thank you to everyone who made it such a great event!

Effectively managing cash flow in a small business can pose challenges even in stable economic periods. However, with recent market fluctuations and rising inflation rates, this task has become increasingly vital. The strategies outlined below are designed to benefit business owners not only during economic downturns but also in more conducive business environments.

Recently David Archer II, CFP®, CEPA got to spend the day growing his intellectual capital with our partners from Consumers National Bank. Solid agenda, good content, and great people!

Ensuring you and your loved ones have a plan to protect your social security payout is a crucial part of your comprehensive financial planning. Let's discuss strategies to ensure your Social Security benefits are safeguarded and optimized for long-term financial security.

Philanthropy's going big picture! Families are using giving to create positive change and leave a lasting legacy. Ready to make a difference? Let's craft your philanthropic plan.

For the seventh consecutive Federal Open Market Committee (FOMC) meeting, the Federal Reserve (Fed) elected to hold interest rates steady. The decision, announced on June 12 at the end of the two-day session, was widely assumed by market participants given the Fed's higher-for-longer stance. The federal funds rate target range remains at 5.25%-5.50%, as it has since July 2023. Click the link for more information: https://bit.ly/3RtshzI

Are you letting fear of loss hold you back from achieving your financial goals? Overcoming loss aversion can be challenging, but it's essential for long-term success. Speak with an advisor today to gain perspective and support for your financial journey.