1919 Investment Counsel

We are proud to support the Enthuse Foundation's 6th Annual Pitch Competition in NYC next Thursday, November 14th alongside Citrin Cooperman, Fidelity Investments, Kendra Scott, 21Seeds, Cross Private Client Insurance. This event celebrates women entrepreneurs who are making their mark on the food, beverage, and CPG industries. The Enthuse Foundation is a multi-tiered platform for women to receive the insights and resources they need to take their business from #NewToNext. Since 2019, this competition has been a way for women entrepreneurs to have the opportunity to win funds and in-kind business services to help grow their businesses. We're excited to see which entrepreneur will take home the Enthuse Foundation's Pitch Competition Winner of the Year! #Sponsorship #Entrepreneurship

We are proud to announce that we have been recognized by Forbes as one of America's Top RIA Firms for 2024. Developed by SHOOK Research, the list recognizes the top RIAs in the U.S. based on both qualitative and quantitative factors. Earlier this year, we were recognized by Barron's as a Top 100 RIA Firm for the fifth consecutive year. “It’s an honor to be recognized by these top-tier publications,” said Harry O'Mealia, President and CEO of 1919. “We work hard for our clients every day, and these recognitions are a testament to our dedication to the future of our clients, both now and for generations to come.” Read more about the ranking here: https://lnkd.in/eWEbnRht #TopRIA #ForbesRanked

This week's Fed meeting will undoubtedly take a backseat to the #election, but both events will have significant implications for the U.S. #economy going forward. Globally, there is an event that may challenge the U.S. election in capturing the attention of investors. That is the week-long meeting of China’s governing body. The emphasis, of course, will be on finance and economics. ▶️ Read our full market update: https://lnkd.in/dGzCkdaV

Last quarter, 1919's Alison Bevilacqua, Managing Director & Head of Responsible Investing Research, was featured in Leslie Norton's Morningstar article discussing whether exclusions are on the way out for ESG and sustainable funds. "Exclusions may now be considered too imprecise. As research and systemic knowledge continue to improve, investors grow more interested in the fuller story of a company," says Alison. Exclusions are just one tactic in an array of sustainable investing approaches that seek to deliver competitive financial results while also driving positive environmental or social ESG outcomes. At 1919, our responsible investing approach incorporates exclusions, corporate engagement, ESG research, and positive social and environmental outcomes to align our clients' values with their portfolios. Read the full article here: https://lnkd.in/gqVvM_S8 #ESG #SustainableInvesting #ResponsibleInvesting

As we head into November, and the holiday season approaches, it's that time of year to review your finances and make any necessary adjustments before the new year. Year-end planning not only helps optimize your tax situation, but also ensures you’re prepared for potential changes in tax laws and financial goals. To help you stay on track, we’ve compiled a list of essential steps to take before the end of the year, including making charitable donations, using your annual gift exclusion, updating your estate plan, and more. For more on this topic, check out our year-end planning checklist: https://lnkd.in/eQU5miZP #YearEndPlanning #FinancialPlanning

Last week, our colleagues Leah Foxx and Robert Huesman, CFA, CFP® led an insightful discussion with members of the University of Dayton's Hanley Center for ESG Investing. Leah and Robert shared the 1919 approach to #ResponsibleInvesting, focusing on aligning our clients' values with portfolio construction. Hearing the current students' perspectives on various ESG topics inspired a valuable exchange of ideas!

US equity markets snapped a six-week winning streak, finishing the week lower. Certainly, #earnings season angst contributed to the weakness, but for the first time in a while, investors were concerned about rising interest rates and the possibility of a less accommodative Fed. For more on our current economic outlook, check out this week's Weekly Market Insights: https://lnkd.in/edC_gKjs

We're proud to share our colleague Katherine White, CFP®, ECA was honored by the Family Wealth Alliance, Inc. as a 2024 Alliance Young Professional Award winner! The 2024 Young Professionals Awards honor the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry. Congrats, Katie!

As part of our #1919BeyondTheNumbers series, meet Ron Bates from our #Cincinnati office! Outside of the office, Ron spends his time supporting the arts in his local #community. Just this month, Ron assumed the role of President of the Cincinnati Opera! With a legacy going back 102 years, the Cincinnati Opera is one of the oldest and most highly regarded opera companies in the U.S. In addition, Ron is on the Boards of the Taft Museum of Art, Cincinnati Playhouse in the Park, ArtWorks Cincinnati, & ArtsWave. The Taft Museum of Art is recognized nationally as a museum leader and one of the most unique art museums in the country. Cincinnati Playhouse in the Park is a professional regional theatre committed to producing and presenting the broadest range of theatre for diverse audiences. ArtWorks creates community-based public art providing career opportunities for artists of all ages. Last but certainly not least, ArtsWave is the engine for Greater Cincinnati’s arts -- funding and supporting 100+ arts projects and organizations through impact-based grants. On a personal note, supporting these local organizations has been a way for Ron to turn his passion into community leadership. Ron's advice: "Find the organizations you're most passionate about, which tend to be the ones you have a history or connection with. From there, understand your goal, whether it is to help others, develop a network, get to know a new community, or gain leadership skills." At 1919, our commitment to being a responsible corporate citizen is one of our priorities. 1919 strives to enrich the communities in which we live and work through employee volunteerism and community engagement. #EmployeeSpotlight #EmployeeAppreciation

At 1919, many of our clients have LLCs that they use for a variety of purposes. All of these types of closely held business entities are subject to a new reporting regime known as the Corporate Transparency Act (or “CTA”), and the deadline for compliance for existing entities is fast approaching on January 1, 2025. In our latest article, we break down the #CTA, including who is required to report, what is required to be reported, reporting deadlines, and more. For more on the CTA, read the full article here: https://lnkd.in/eG45D_Qf