January Newsletter

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At Incline Wealth Advisors, we help our clients to build wealth and achieve their desired lifestyle. Each month we release blog posts, videos and other content that we believe will be beneficial in reaching those goals.Check out the summaries of content that was released this month and use the links to view the full content pages for topics most appealing to you.

Business Owners & Entrepreneurs

Is it time for a 401k Plan Review?

January 22, 2024

As Trustee of your company’s 401k Plan, it is your responsibility to make sure you are performing timely reviews of the Plan.

Listen along as I discuss which items you should be looking at during the review and how often you should be performing this task.

Improving Operational Efficiency in Your Business

January 24, 2024

By prioritizing operational efficiency, business owners can optimize their resources, deliver superior products or services, and gain a competitive advantage in today’s fast-paced business landscape.

In this Blog Post from The Financial Incline, we explore a few key strategies that business owners can implement to improve operational efficiency.


Eliminating Taxes on the Sale of Your Real Estate

January 30, 2024

If you are a business owner selling your business, and you own a building or piece of property for that business, you could eliminate paying taxes on the sale of that real estate.

Listen along as I discuss how you can do this and the rules involved in the process.

Business Acquisition Opportunity

Lumber Distribution company for sale!3 year average EBITDA: $2,140,000

Reach out to us if you are interested in hearing more details.


New Wealth Advisor:
Eric Toepfer, CFP

January 1, 2024

I am thrilled to announce that Eric Toepfer, CFP® has joined Incline Wealth Advisors, LLCas a Wealth Advisor.

Eric brings a vast amount of experience in investment management and financial planning to his clients and clients of the firm. He will be helping his clients meet their financial goals and priorities to achieve financial freedom. Eric is excited to be working as a fiduciary for his clients and will always act in their best interest.

Please join me in welcoming Eric Toepfer to the firm, and feel free to reach out for any financial needs you may have.

Meet the Full Team Here: https://incline-wealth.com/about-2/

Incline Wealth Advisors’ Shareholder Letter

January 17, 2024

Ok, Incline Wealth does not have any shareholders, however, I am addressing this past year and the growth and expansion we have seen in this first of its kind letter to investors. Please read along using the link below to see the developments in place for one of the fastest growing firms in Cincinnati.

Download the full letter here: IWA Shareholder Letter

Elder High School’s Investment Committee

January 25, 2024

I’m excited to announce that I have joined the Elder High School Investment Committee.

The investment committee works to preserve the long-term financial stability of the school by overseeing the investments, and as an alumnus of Elder, I am proud to help continue its legacy into the future.

Investment and Market News

Market Outlook & Investment Trends

January 10, 2024

To determine what lies ahead for 2024 in the stock market it’s important to consider where we are at in the investment cycle.

We are currently in an environment where credit could become easier and inflation could be flat or declining. here is our outlook for 2024.

January 19, 2024

The Stock Market started 2024 sluggish, but on January 18th things started turning around.

In this video we talk about some of the investment trends that took place for the week of January 15th and provide some thoughts on stocks to watch and investments


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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.

This content not reviewed by FINRA

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