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Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps
IRAs can be a great source of funds to provide a benefit for a favorite charity, but using these funds can create a number of traps that must be avoided in order to maximize benefits to both the charity and other IRA beneficiaries.
Rockport Wealth Advisors Celebrates New Office in Youngstown with Ribbon Cutting Ceremony
Rockport is proud to announce the opening of its new Youngstown office, marking an exciting milestone in the firm’s continued commitment to serving clients throughout Northeast Ohio.
Rockport Wealth Truth in Investing Show – Nov. 17, 2025
Joe Kovach, CFP®, Jon P Arnold, and Adam Stalnaker, CFP® discuss what’s happening in the markets and share tax efficient strategies as we approach year end.
Local CIO Completes Advanced IRA Training at National Conference Hosted by America’s IRA Experts
Joe Kovach, CFP®, has completed advanced IRA and retirement-tax training with Ed Slott and Company, LLC by attending the firm’s Fall 2025 workshop of Ed Slott’s Elite IRA Advisor Group(SM).
Market Update – November 2025
October turned out to be more treat than trick for investors, as stock prices continued their climb for another month.
Rockport Wealth Truth in Investing Show – Nov. 3, 2025
Joe Kovach, CFP® and Adam Stalnaker, CFP® discuss timely market updates to help listeners stay informed about their future.