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Kovalcik & Geraghty Wealth Partners LLPKovalcik & Geraghty Wealth Partners LLP
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  • UPPER ARLINGTON, OH OFFICE
    2074 Arlington Ave Upper Arlington, OH 43221 T: +1.614.222.4888 TF: +1.888.760.9313
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  • BLUFFTON, SC OFFICE
    49 Boundary St Bluffton, SC 29910-7010 T: 614.222.4888 TF: 888.760.9313
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Midterm elections and geopolitical risk will drive the market
7/8/2026
Raymond James Washington Policy Analyst Ed Mills examines how midterm elections and geopolitical risk are shaping the market landscape.
Markets & Investing
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
Read
Read
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Investing outlook: strength, surprises and the road ahead
7/1/2026
Raymond James Chief Investment Officer Larry Adam shares key drivers shaping markets and the economic outlook
Markets & Investing
July 2026 Investment Strategy Quarterly
7/1/2026
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Read
June review: Markets remain resilient amid oil and inflation uncertainty
6/30/2026
June saw strong market fundamentals once again in conflict with macroeconomic uncertainties, creating a choppy market.
Markets & Investing
Read
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Read
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle

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
  • +1.614.222.4888
  • +1.888.760.9313
  • Map & Directions
  • Map & Directions
  • 49 Boundary St Bluffton, SC 29910-7010
  • 614.222.4888
  • 888.760.9313
  • Map & Directions
  • Map & Directions