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Level Up - Mark Tepper
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AI Investment Lands in Ohio: What It Means for Investors Everywhe...

From ChatGPT demos to billion‑dollar chip wars, artificial intelligence (AI) has been the investment story of the decade. Venture ... Read More

 

Intel: Can the Chip Giant Stage a Comeback?

Intel (NASDAQ: INTC), once the undisputed king of semiconductors, has had a turbulent ride over the past several years. While ... Read More

 

Ohio’s New Flat Income Tax: What It Means for Your Wallet

In June 2025, Governor Mike DeWine signed a new two-year budget that includes a major change to Ohio’s tax code: ... Read More

 

How to Cut Taxes on Company Stock in Your 401(k) with the NUA Str...

If you’ve worked for the same company for years, chances are you’ve built up company stock inside your 401(... Read More

 

How a Qualified Opportunity Zone Fund Can Defer Capital Gains Whe...

Selling a business is a major financial milestone, but it can also come with a painful tax bill. Fortunately, there’... Read More

 

The Rise of Robo-Advisors — And Why You Might Want to Think Twi...

In the past decade, robot advisors have quickly become a popular tool for investors seeking low-cost, automated financial advice. Platforms ... Read More

 

Does Crypto Have an Argument for a Place in Retirement Plans?

Major custodians like Charles Schwab and Fidelity now allow Bitcoin and Ethereum in retirement accounts. But with that being said, ... Read More

 

Indexed Universal Life: Tax-Free Income & Retirement Flexibi...

When most people think of life insurance, they picture a death benefit: protection for loved ones after they’re gone. ... Read More