Skip to content
Kovalcik & Geraghty Wealth Partners LLPKovalcik & Geraghty Wealth Partners LLP
  • Home
  • Mission, Vision and Values
  • Our Team
    • Our Team
    • Stephen P. Geraghty
    • Matthew G. Kovalcik
    • Rachel Stout
    • Paula Moose
  • Our Services
    • Our Services
    • Our Approach
    • Financial Planning
    • Investment Management
  • Our Clients
    • Our Clients
    • Corporate Executives
    • Business Owners
    • Retirees
  • Resources
    • Resources
    • Case Studies
      • Case Studies
      • Corporate Executive Seeking Diversification
      • High-Net-Worth Couple Concerned with Asset Protection
      • Ethical Will and Family Meeting
      • Philanthropic Client Wanting to Make A Difference
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • WorthWhile
    • ADV PART 2A
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • UPPER ARLINGTON, OH OFFICE
    2074 Arlington Ave Upper Arlington, OH 43221-4395 T: 614.222.4888 TF: 888.760.9313
    Map and Directions Map and Directions
  • BLUFFTON, SC OFFICE
    49 Boundary St Bluffton, SC 29910-7010 T: 614.222.4888 TF: 888.760.9313
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Education
    • Fixed Income
    • Investment Strategy
  • Media
    • Article
    • Commentary
    • Document
    • Infographic
    • Video
    • Webinar
Individual bonds: Predictability in an unpredictable market
9/15/2025
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Fed appears poised to restart its rate-cutting cycle
9/12/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Markets & Investing
Webinar replay: The summer that surprised: Markets, policy and what's ahead
9/9/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
What's your return?
9/8/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Is the equity market losing steam?
9/5/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Private equity comes to residential services
A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it's been easy to miss.
Markets & Investing
Read
How active and passive funds work differently
Explore how these two investment types compare.
Markets & Investing
Markets stave off tariff pressures
9/2/2025
Earnings results surpassed expectations for the third consecutive quarter, which drove the market's strong August performance.
Markets & Investing
Call features
9/2/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
From a performance standpoint, it's been a summer to remember
8/27/2025
Raymond James Chief Investment Officer Larry Adam notes that most of the risk penciled in at the start of summer was erased as the season progressed.
Markets & Investing

Are you ready? Let’s uncover the possibility of working together.

Kovalcik & Geraghty Wealth Partners LLPKovalcik & Geraghty Wealth Partners LLP
  • 2074 Arlington Ave Upper Arlington, OH 43221-4395
  • 614.222.4888
  • 888.760.9313
  • Map & Directions
  • Map & Directions
  • 49 Boundary St Bluffton, SC 29910-7010
  • 614.222.4888
  • 888.760.9313
  • Map & Directions
  • Map & Directions