Bahl & Gaynor’s Post

As Managing Director and Principal at Bahl & Gaynor, Nicholas Puncer, CFA, CFP is part of the firm's diverse workforce that helps make connections with clients. Continue reading at the link via Cincinnati Business Courier -https://bit.ly/4cGcxBo

In January’s letter, we considered a Federal Reserve “waffle” of extraordinary proportion set upon the stove in Q4 2023. Check out our continued thoughts here - https://ow.ly/ie0E50S7q9j

Our Mission: We are a premier, independent asset and wealth management firm dedicated to the highest level of excellence in client service complemented by our unique income growth, outcome-driven investment philosophy. Click here to learn more: https://bit.ly/3VC8D7o. #OwnershipMindset #IncreasedCertainty

Since 1990, Bahl & Gaynor has been steadfast in its commitment to a fundamental investment strategy, focusing on the long-term ownership of companies that demonstrate consistent growth in capital and dividends. Our approach is centered on investing in businesses we believe have the potential for sustained performance and growth. For those looking to expand their portfolios into small and mid-capitalization companies, we offer our guidance through the SMIG ETF, a tailored investment solution in this segment. The description can be found at https://ow.ly/G8t550ROH0F #InstitutionalInvesting #FinancialAdvisory Disclosure: Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the fund, please call (855)994-1711 or go to https://ow.ly/WTWN50ROH0G. Read the prospectus or summary prospectus carefully before investing. As with all ETFs, Shares may be bought and sold in the secondary market at market prices. Investing involves risk, including the potential loss of principal. Distributed by Quasar Distributors, LLC unaffiliated with Bahl & Gaynor, Advisor to the Fund.

The value of dividend growth investing in a growth-dominated landscape. https://ow.ly/IMrf50RKzyv

Exciting news for families with 529 plans! Starting this year, the Secure 2.0 Act allows for overfunded 529 accounts to roll over into a Roth IRA, penalty-free. It’s a game-changer for education savings and retirement planning. Click the link for all the details: https://ow.ly/go8950RH5We. #529 #RothIRA #FinancialPlanning

As the April tax season wraps up, are you confident your institution’s financial strategy maximizes tax efficiency? At Bahl & Gaynor, we focus on finalizing previous year’s IRA contributions, conducting in-depth tax-loss reviews, and adjusting investment portfolios to reflect recent tax changes. Our dedicated team carefully aligns your strategies with the latest tax regulations, offering strategic insight and confidence as you navigate this essential period. #FinancialAdvisory #CapitalPreservation #IncreasedCertainty

Bahl & Gaynor goes beyond just a “portfolio of dividend stocks” - that’s the institutional basics. We’re here offering a boutique, high-touch advisory experience, meticulously crafted around a cash flow income-growth strategy, with the heart of it being “Dividends Pay Dividends.” It’s comprehensive, it’s personalized, it’s designed for you. #InvestingReimagined #BoutiqueAdvisory #CashFlowGrowth

April is Financial Literacy Month, and at Bahl & Gaynor, integrating financial literacy into every aspect of our services is at the heart of our commitment to clients. By providing expert guidance and personalized advisory services, coupled with comprehensive educational resources, we empower our clients with the knowledge and tools necessary for informed financial decision-making. This approach allows for a future marked by financial well-being, offering our clients increased certainty in their financial journey. To learn more about how Bahl & Gaynor can help you build a successful financial future, visit Bahl-Gaynor.com or call us directly at 513-287-6100. #FinancialLiteracyMonth #DividendsPayDividends #WealthManagement