The FWP Group- Family Wealth Advisors

Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across this great nation. We hope you're able to recharge and enjoy this special day.

Questions about the FAFSA or education funding in general? Please reach out to our office, we're always happy to help answer your questions! email us @ [email protected]

An amazing opportunity to help build families and have a blast doing it. If you haven’t signed up to play, get in while you still can!

Thank you to Baird The FWP Group for your incredible support! 🙏 We’re excited as we countdown to the Birdies for Babies Ohio 2024 Charity Golf Outing. Your contribution makes a real difference!

And we thought the Olympics were only in Paris this year….

Thank You to our UD interns Zach Weber and Bryan Baker who hosted an amazing Office Olympics last week!

Opening ceremonies started with “Breakfast of Champions” …Bill's Donut Shop to prepare for the challenges of the day!

Bryan and Zach engaged our three Olympic-inspired teams; America, Japan and France with challenging games including water relays, Oreo tip it, speed-walking and typing tests, whew!

The ceremonies closed with our Japan team winning the🥇Gold, then America and France tied for the 🥈Silver!

So much fun and so very grateful to Zach and Bryan for everything they’ve done over the summer to support our team while enriching our work culture with their creative talents. We wish them all the best and know they’ll be champions at whatever they do!

👉 Learn more about "Retirement Contributions for Solo 401(k)s"

Self-employed and have questions about creating a retirement plan that can work for you and your business or maximizing an existing retirement savings plan?

Reach out to The FWP Group at [email protected], we can help you plan for what's next.

📣Big shout out to our amazing UD interns, Zach Weber and Bryan Baker for making a difference in our Dayton community by volunteering at the Habitat for Humanity Dayton Flyers Edgemont home🏠!

Whether these two are supporting our FWP Group office in Dayton or hanging drywall🔨in 90 degree heat, they know how to get things done with a positive attitude and team spirit like no other!

The FWP team has thoroughly enjoyed working with Bryan and Zach this summer and wish them all the best and every success as they return to the University of Dayton for their senior year soon.

⭐️BIG THANKS to Deb Rotz for setting up a wonderful evening of great food and company at the Dorothy Lane Market Culinary Center in Kettering for our branch team to enjoy, and enjoy we did!

Bravo🥂to Mary and her DLM culinary team who did an amazing job of teaching us the Italian way to make “from scratch” delicious Ricotta & Olives Crostini, Arugula Salad w/Lemon 🍋Vinaigrette, Spaghetti al Limone w/chicken in creamy lemon wine sauce. And the best Ciambella w/berries and Crème Fraiche you can dream of!

The experience and food were so great we just had to share!

More on "Saving for Retirement as a Solopreneur" 💰

If you are self-employed and have questions about creating a retirement plan that can work for you and your business or maximizing your existing retirement savings plan, please feel free to reach out to The FWP Group at [email protected].

🎉Today is National Intern Day, and we want to recognize our two awesome interns: Zach Weber and Bryan Baker and let them know how much we sincerely appreciate them and all the kindness and support they’ve provided our Dayton group this summer.

Looking back when they first arrived, we thought they might just be here for the iconic Baird Koolaid, but soon realized they were actually here for the coffee too!

All kidding aside, they have both been amazing to have at our Dayton office this summer and while we hope they’ve learned a lot from their internship here, we’ve also learned from them, and our culture enriched by their presence. They’ve tackled every task presented with a smile and positive attitude, always eager to learn and to do things right.
With gratitude from our entire FWP team, THANK YOU Bryan and Zach!!

"Saving for Retirement as a Solopreneur"

If you are self-employed and have questions about maximizing your retirement savings, please feel free to reach out to The FWP Group at [email protected].

🤯 Is your mind blown by Artificial Intelligence? If you answered ‘yes,’ you might wonder how big the AI market might be in 2030 or beyond.

🤖 Artificial Intelligence might eventually touch every facet of our lives, including business, healthcare, and personal digital assistants. It is already used for everything from sophisticated data analytics to a little ‘extra help’ on your kid’s latest term paper.

🏗️ Here’s something you should know: the AI market is far more than a handful of competing software applications. 🧑‍🔧 Behind every prompt is a forest of industries: chip designers, cloud data centers, high-precision manufacturing, data providers, electrical infrastructure, human-powered sales and service, and much more.

🔮 So, how does this translate to the potential size of the overall market? If current trends hold, what could the AI market look like in 2030? Nobody knows… yet!

🤔 Remember, the AI market forecast is based on assumptions, subject to revision without notice, and may not materialize.

The FWP Group FUN Committee pulled off another "fun" event with the Reds Watch Party this week!! We appreciate all they do to make work fun and of course the great ballpark food they served and all the fanfare!!

The Fourth is all about freedom – remembering the men and women who fought to sustain it, and enjoying the privilege of being who you want to be, and doing what you want to do.

Wishing you a safe and happy Independence Day!

Wishing Fathers Everywhere a Relaxing and Happy Father's Day!

Celebrating Flag Day today! It's a day to honor the stars and stripes and everything they represent: unity, history, and national pride. Let's commemorate this day with respect and gratitude for our beautiful flag.

“Helping you plan for what's next...”

Click on the image to read the "5 Financial Regrets Many Investors Have". Don’t let this be you!

The FWP Group is excited to introduce our summer Interns, Bryan Baker and Zach Weber who will be interning at our Dayton office.

Bryan is a Senior at the University of Dayton, majoring in Finance and Entrepreneurship. He is actively involved in several organizations, including Alpha Kappa Psi Delta, University of Dayton School of Business, Flyer Enterprises and University of Dayton Entrepreneurship Program where he launched a small business, Flyer Stand Coolers. He has previous internship experience in Private Wealth Management.

Zach is also a Senior at the University of Dayton, majoring in Finance and Accounting. He is a member of the team working with the Hanley Sustainability Fund at UD and has had previous internships with Winsupply Sourcing Services and Dorothy Lane Market. Zach has obtained his SIE (Securities Industry Essentials exam).

Please join us in wishing Bryan and Zach a great summer interning!

This year marks the 80th anniversary of D-Day making this Memorial Day even more special. Please join us in honoring and remembering the brave and courageous who sacrificed it all for the love of their country.

What an amazing day volunteering with an incredible organization that does everything possible to make a positive and measurable impact in our Dayton community. Thank you Habitat for Humanity of Greater Dayton for all you do and the opportunities you create to give back!

In celebration and gratitude for mothers everywhere, Happy Mother's Day!

Thanks to our most wonderful "FUN" committee who knows how to throw an amazing Cinco de mayo party!!! These talented and creative compadres are the best!!!

The FWP Group is pleased to share the exciting news with our clients, friends, and colleagues that two of our financial advisors, Travis King and John Bradley have been recognized by Shook Research as Forbes 2024 Best-in-State Financial Advisors!
Rankings based on Shook data as of 6/30/23 and published on 4/3/24. 🎉🎊

Please join us in celebrating this achievement and know that the entire team at The FWP Group are very grateful for the opportunity to serve the “Best Clients” and help you plan for what’s next!

Help Support Awareness of Mental Health!

From 360-degree wealth planning to experiencing the universe’s most spectacular moments through the eyes of our clients, The FWP Group is prepared and looking forward to seeing your magnificent Solar Eclipse moments! 😎

Please share your SOLARBRATION 🌒 pictures on our page, and the “most liked” post will receive a prize! 🏆

Our team felt “Lucky” this St. Patrick’s weekend to join over 500 people and 30 Dayton-area businesses to help sponsor the Big Brothers Big Sisters Miami Valley “Bowl for Kids’ Sake. Our form and technique could use some work but we all feel blessed to support an organization that enhances children’s lives.

When so much negativity in the media brings you down, just knowing there are programs like this in High Schools across America is extremely promising! Good work Centerville Hope Squad!

hope week 💛 nov 6-10

Incredible. Unparalleled. Over the Top. Once in a Lifetime. Iconic.

These are just a few of the words our audience used to describe The Rolling Stones Chuck Leavell’s exclusive performance for Baird clients at Plaza Theatre. A viewing of Allen Farst production of The Tree Man documentary and then a private concert.

The Who’s Who of Miami Valley were rocking in Miamisburg.

We get quite a few questions regarding the appropriate distribution rules for inherited IRA's. This is a great reference piece to help understand what is somewhat complex. Please feel free to contact us should you have any questions about your options.