Insights
Changing States: When does it actually make sense?
Many families we work with ask some version of the same question: “Would we be better off moving?” Whether it is Minnesota, California, Illinois, New York, or another high-tax state,…
Q4 2026 Market Commentary
As always, global markets are giving us plenty to talk about: interest rate hikes out of the Federal Reserve, U.S. Treasury intervention over the Japanese Central Bank, surging energy prices…
Team Spotlight: Getting to Know John
25 Years of Persistence and Purpose Twenty-five years ago, John Rusciano founded the practice that eventually became Grandview Square Financial with a simple idea: financial advice should begin with people,…
With All of That Experience, What is Your Favorite Aspect of This Career?
Well, first of all, John, congratulations on 25 successful years in business as a financial planner. And I imagine in those 25 years to this point, you’ve probably seen every…
What is La Vida Loca?
John, one thing I’ve noticed over the years when reading through clients’ financial plans is that we have an expense titled La Vida Loca. Can you tell me a little…
529 vs. Custodial vs. Trump Accounts
Since July 4th, we’ve had these Trump accounts. Now we have three different, call it kids accounts that we can invest into. We have the Trump accounts or the Section…
Retirement Isn’t A Finish Line…And It’s Not Just a Number Either
John, we hear this from clients periodically with respect to their retirement. They’ll talk about their number. Whether it’s $2 million or $5 million, $8 million, should I get more…
When is it time to get a new financial advisor?
There are many reasons someone may decide it’s time to work with a new financial advisor.A strong advisor relationship is about more than managing investments. It’s about ongoing communication, thoughtful…
When losing is winning?
Long-short direct indexing can be a powerful planning tool for someone anticipating a large capital gain. Understanding your time horizon, the risks of leverage, and how the strategy can be…
I still own millions in my former employer’s stock. How do I get out of a jam?
Holding a significant amount of company stock can create both tax and risk management considerations. Understanding how much of your net worth is tied to one company and how it…