June Newsletter

Monthly Newsletter-2
This month we provided a lot of content for our Business Owner Clients related to the current economic environment and documents they should look into. We touched on a couple topics that are trending now, as well as released a new Podcast Episode. Check out the summaries of each item below and use the links to view the full content pages for topics most appealing to you.

Trending Now

Top 10 Industries that could be impacted by AI 

June 1, 2023

Artificial intelligence (AI) has the potential to significantly impact various industries by automating tasks, improving efficiency, and enabling new capabilities.

While AI can have implications for almost every sector, there are some industries that are expected to experience more notable impacts. Read along as we list the top 10.


Taylor Swift – The Eras Tour

June 29, 2023

Taylor Swift’s The Eras tour is coming to Cincinnati June 30th and July 1st. This one of the largest grossing tours in history surpassing Elton John.

Here is a break down of the numbers.

Business Owners & Entrepreneurs

Interest Rate Effects on Small Businesses

June 7, 2023

Small Businesses are starting to feel the effects of high interest rates.

In this post from The Financial Incline we discuss some of the negative impacts for those businesses.


June 13, 2023

The high interest rate environment is effecting small businesses in several ways and may continue if interest rates continue to remain high.

Check out this video as we discuss some of those effects and what it may mean for small businesses.

Spousal Lifetime Access Trusts (SLATs)

June 14, 2023

In this Blog Post from The Financial Incline, we discuss Spousal Lifetime Access Trusts (SLATs). Setting one up is a popular strategy for individuals who want to provide for their spouse while also reducing their estate tax liability.

Read along as we talk about how they work and what benefits and considerations you should look.


June 20, 2023

For married business owners, an effective estate planning technique is to create a Spousal Lifetime Income Trust, also known as a SLAT.

In this video we discuss 3 major advantages with SLATs.

Asking Clients for a Price Increase

June 21, 2023

As a business owner or sales professional, asking for a price increase can be a daunting task.

In this blog post from The Financial Incline, we discuss effective techniques for communicating this to customers and ways to navigate through this delicate process.


June 27, 2023

As a Business Owner it is critical to maintain the right profit margins. One way to help accomplish this is to ask your customers for a price increase.

In this video we discuss 3 key things to consider when asking your customers for a price increase.

Obtaining a Fortress Balance Sheet

June 21, 2023

As a business owner or sales professional, asking for a price increase can be a daunting task.What exactly does it mean to have a fortress balance sheet?

In this blog post, from The Financial Incline, we delve into the concept and explore the key components.


New Podcast Episode

Larry Shover, Investing in Uncertain Times

June 6, 2023

In the most recent podcast episode from The Financial Incline, Larry Shover talks with us about investing in uncertain times.

Larry is the Managing Director of International Markets at Exchange Capital Resources and has over 25 years of experience in the financial services industry.

During our conversation, we discuss the most recent Fed meeting, the current interest rate environment, the banking crisis and more.

So if you are interested in how the stock market is doing and learning more about stocks, bonds and interest rates, tune into this episode.

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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.

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