John Bovard, CFP
IRS Enrolled Agent – Tax Planning
Transcript Many financial advisors mention tax planning when they discuss what services they offer their clients. Since becoming an independent financial advisor, to take that a step farther, I became an IRS Enrolled Agent. An IRS Enrolled Agent has the ability to...
2020 Annual Market Review
2020 was obviously a very chaotic year for the country and for the stock market. Even through all the headline risk of this year the market still stock market still averaged double digit returns. Do you know the performance of your portfolio for 2020? You can use this...
Set It & Forget It – Automate your finances
Automating your finances is one of the most reliable ways to maintain solid financial habits and to build wealth. We often use automation to pay our lenders, utility companies and service providers so why not automate to pay yourself first. Automating your savings...
Stimulus Round 2: Don’t Leave Money on the Table
Here are a key, less talked about, items in the latest stimulus bill. Check out this video to see if these items may benefit you. Here is a great resource that can help to answer more questions you may have about the stimulus bill. ...
Merry Christmas
Merry Christmas from the Bovard family to yours! Here are some of our Christmas Favorites. Favorite Christmas Movie Elf Favorite Christmas Song Rudolph the red nose reindeer Favorite Last Minute Shopping Store Kohl's Kid's top Christmas List Item Camden:...
The Gift That Keeps on Giving
This holiday season is a great time to give your child(or grandchild, niece/nephew etc.) the gift that keeps on giving and that is the gift of stock ownership. By getting your child involved in investing at an early age this can set them up on a path of financial...
The Financial Incline: Walt Gibler – Real Estate Investing
In the second episode of The Financial Incline I am thrilled to be joined by Walt Gibler. In this interview hit on many different topics involving investing in residential real estate. Walt talks about why real estate is a good option for your investment strategy. We...
Bitcoin: Is It Time To Take It Serious?
After seeing the mania that happened with bitcoin back in 2017 it was easy to chalk that up to a crazy fad that will soon go by the wayside. Maybe the people writing off bitcoin simply are not educated on it? I took the time to educate myself on bitcoin and how...
The Financial Incline: Eric Wood
In the first episode of The Financial Incline I am thrilled to be joined by Eric Wood. In this interview we discuss some of Eric's earliest memories of money and what is was like when he received his first NFL contract. He shares advice to current NFL rookies and how...
Preparing Your Business and Investments for More Lockdowns
With the number of daily cases hitting all time highs across the country and the tone of Governor Mike Dewine last night it appears we are at risk for having another round of lockdowns across the state of Ohio and the country. Here are some steps you can take now to...