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John Bovard, CFP

John Bovard, CFP

I’m a Cincinnati based independent financial planner focused on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. READ MORE
Has the market fully recovered?

Has the market fully recovered?

A steep bear market has lead to a very quick rebound in stocks Depending on where you have your money invested you may have noticed that your account balance is close to or maybe even higher than it was before the Coronavirus pandemic closed down he economy in the...

Tax Loss Harvesting

Tax Loss Harvesting

One benefit of your investments depreciating in valueWhat is it? Tax loss harvesting is the strategy of selling investments that are at a loss in order to offset short term or long term capital gains for that year.  However, if the investor does not have realized...

A Defensive Investment Strategy

A Defensive Investment Strategy

Every winning team consists of a good offense and a good defenseLike any good sports team, you need both a good defense and a good offense, and the same is true for investing.  As an investor you will need to decide which risk you are willing to live with: the fear of...

The 4 Risk Management Techniques

The 4 Risk Management Techniques

Here are 4 ways you can go about managing risksFrom business owners, young professional or high net worth individuals we all encounter different risks throughout our daily lives.  The most top of mind risk right now is becoming infected with the Coronavirus and the...

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JohnBovard@incline-wealth.com

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513-708-9089

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