About
Trusted advisor with particular areas of expertise in constructing tax optimized…
Articles by Kyle
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An Extra $205,701 - the Power of Getting 1% Better
An Extra $205,701 - the Power of Getting 1% Better
By Kyle Rudduck, CFA, CFP®
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Are you Wasting your Charitable Contributions?
Are you Wasting your Charitable Contributions?
By Kyle Rudduck, CFA, CFP®
Activity
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With a mission to attract and expand investment and employment in the community, we're working on behalf of all of Clinton County! Learn more here:…
With a mission to attract and expand investment and employment in the community, we're working on behalf of all of Clinton County! Learn more here:…
Liked by Kyle Rudduck, CFA, CFP®
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We are thrilled to share that MY FREIGHTER'S management recently visited the headquarters of Air Transport Services Group, Inc. and had an incredibly…
We are thrilled to share that MY FREIGHTER'S management recently visited the headquarters of Air Transport Services Group, Inc. and had an incredibly…
Liked by Kyle Rudduck, CFA, CFP®
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We've been named a Best Workplace in Ohio for a 5th year! “Here at the Clinton County Port Authority, we believe in a workplace culture that…
We've been named a Best Workplace in Ohio for a 5th year! “Here at the Clinton County Port Authority, we believe in a workplace culture that…
Liked by Kyle Rudduck, CFA, CFP®
Experience
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Compound
Education
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Capital University
Licenses & Certifications
Publications
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Perfect Approach
See publicationPerfect Approach is a book that leverages metaphors from the game of golf to help simplify the planning of your financial life.
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Paying for Intangible Value in Physician Practices
Healthcare Finance News
See publicationThis article addresses payment for intangible value in certain physician practice acquisitions.
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Valuation for the Senior Executive
American Medical Group Association
This series provides background and explanation of the application of valuation theory in healthcare transactions.
Other authors -
Organizations
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Mount Notre Dame High School
Finance Committee
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Ohio Association of Community Colleges (OACC)
Executive Committee
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Southern State Community College
Board of Trustees
- PresentChair - Finance Committee
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CFA Society of Cincinnati
Member
More activity by Kyle
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Why do you need an exit plan for your business? Exit planning is a strategic process that prepares you for the sale or transition out of your…
Why do you need an exit plan for your business? Exit planning is a strategic process that prepares you for the sale or transition out of your…
Liked by Kyle Rudduck, CFA, CFP®
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A reminder that our offices will be closed on Thursday, July 4, in recognition of Independence Day.
A reminder that our offices will be closed on Thursday, July 4, in recognition of Independence Day.
Liked by Kyle Rudduck, CFA, CFP®
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From inception to exit, this is what you need to know about integrating your business and personal finances: Week 1 → Jesse Porter, CFP® shared…
From inception to exit, this is what you need to know about integrating your business and personal finances: Week 1 → Jesse Porter, CFP® shared…
Liked by Kyle Rudduck, CFA, CFP®
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We are so thankful at the Wilmington Air Park - and have so many to thank. https://lnkd.in/gDW8zFwN “This state allocation provides the catalytic…
We are so thankful at the Wilmington Air Park - and have so many to thank. https://lnkd.in/gDW8zFwN “This state allocation provides the catalytic…
Liked by Kyle Rudduck, CFA, CFP®
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In the past six months, we've welcomed 21 new financial advisors, bringing our total to over 30 talented professionals who manage more than $2…
In the past six months, we've welcomed 21 new financial advisors, bringing our total to over 30 talented professionals who manage more than $2…
Liked by Kyle Rudduck, CFA, CFP®
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"Compound Planning, a digital family office, surpassed $2 billion in AUM, growing its AUM by over 80% since September," wrote Chris Latham from…
"Compound Planning, a digital family office, surpassed $2 billion in AUM, growing its AUM by over 80% since September," wrote Chris Latham from…
Liked by Kyle Rudduck, CFA, CFP®
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We are thrilled to announce that Denise Fauber has been promoted to President of Merchants National Bank! “I am deeply honored and excited for the…
We are thrilled to announce that Denise Fauber has been promoted to President of Merchants National Bank! “I am deeply honored and excited for the…
Liked by Kyle Rudduck, CFA, CFP®
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ICYMI: this month we're covering everything you need to know about integrating your business and personal finances: Week 1 → Jesse Porter, CFP®…
ICYMI: this month we're covering everything you need to know about integrating your business and personal finances: Week 1 → Jesse Porter, CFP®…
Liked by Kyle Rudduck, CFA, CFP®
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Supporting our local businesses is an important part of our Economic Development work in the community. How can we help…
Supporting our local businesses is an important part of our Economic Development work in the community. How can we help…
Liked by Kyle Rudduck, CFA, CFP®
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SEP IRA or Solo 401(k) — which retirement plan is right for me? These are two popular options for small business owners and self-employed…
SEP IRA or Solo 401(k) — which retirement plan is right for me? These are two popular options for small business owners and self-employed…
Liked by Kyle Rudduck, CFA, CFP®
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We're excited to announce that we crossed $2 billion of assets under management and 30+ financial advisors. "Managing $2 billion of client assets…
We're excited to announce that we crossed $2 billion of assets under management and 30+ financial advisors. "Managing $2 billion of client assets…
Liked by Kyle Rudduck, CFA, CFP®
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