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
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Media
    • Article
    • Commentary
    • Infographic
    • Video
December to deliver data, rate decision and more
11/26/2025
Raymond James Chief Investment Officer Larry Adam offers three things to keep an eye on in as we head into December.
Markets & Investing
The shareholders’ cut
What dividends communicate to the most important people in the conversation.
Markets & Investing
Read
Read
Don’t forget to pack your health insurance
Stay protected abroad, and save thousands, with travel medical insurance.
Family & Lifestyle
Investors have much to be thankful for in 2025
11/21/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
September employment surprised to the upside
11/21/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
Read
What the ‘One Big Beautiful Bill Act’ means for your business
The 2025 legislation has implications for businesses of all sizes.
Business Ownership
Read
Time for a technology upgrade?
How to determine if your business needs new tech.
Business Ownership
Is organic worth the cost?

When buying produce, consider the ‘clean fifteen’ versus the ‘dirty dozen’.

Family & Lifestyle
Rule 10b5-1 Plans: A portfolio diversification tool
Strategically sell company stock and achieve your personal wealth goals.
Markets & Investing
Giving with purpose – and planning
How bunching your charitable donations can maximize tax savings.
Estate & Giving

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