C.H. Dean, LLC

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C.H. Dean, LLC We are a boutique asset management firm helping Individuals, Families, Businesses & Institutional Investors achieve their long term financial goals.

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October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times ...
10/13/2026

October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times of year to make meaningful adjustments to wealth management.

Swipe for a few key areas we will cover during your year-end review. To schedule your appointment, reach out to us today. We are here to ensure you have a strong end to the year.

Stocks pushed toward record highs last week, even as Treasury yields climbed and stubborn inflation kept pressure on the...
10/13/2026

Stocks pushed toward record highs last week, even as Treasury yields climbed and stubborn inflation kept pressure on the Federal Reserve. Rising energy costs also remained a key concern for households. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The pictu...
09/30/2026

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The picture isn’t all rosy, though, as September’s consumer sentiment data showed a decline amid inflation concerns. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed...
09/15/2026

Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed to persistent price pressure. Together, these developments revived worries that interest rates could stay elevated longer than investors had expected. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopol...
09/04/2026

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions.

The economy wasn’t faltering, just running at two speeds, as demonstrated by strong performance from the services sector, which was offset by a marked pullback in the manufacturing sector. That divide, layered on top of a low-hire, low-fire labor environment and persistent inflation, complicates the outlook for both growth and Fed policy. Swipe to see more.

As always, if any of this raises questions about your own portfolio, we are just a call or email away. Helping you make sense of it all is exactly what we are here for.

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
09/02/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over ti...
08/26/2026

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over time.
Now is a good time to evaluate how much of your net worth is tied to a single asset and consider whether adjustments may be appropriate. Reviewing potential tax implications and exploring gradual rebalancing or diversifying strategies can help create a more balanced approach.

Our team can help you assess your exposure and identify strategies that align with your long‑term goals. Connect with us to start the conversation.

Address

3500 Pentagon Boulevard, Ste 200
Beavercreek, OH
45431

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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