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
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Economy
    • Investment Strategy
  • Media
    • Article
    • Commentary
    • Infographic
More options for education savings
Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.
Family & Lifestyle
Spring clean your finances
Streamline planning for the future by getting organized.
Family & Lifestyle
Read
Read
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Technology & Innovation
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees, which makes it important to employers as well.
Business Ownership
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
Read
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Family & Lifestyle
Read
Navigating pressure as a young millionaire
When success opens doors, it’s savvy decisions that can keep them open.
Business Ownership
2026 economic outlook
1/12/2026
Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026.
Economy & Policy
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
2026 investing outlook
1/6/2026
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
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