EightPoint Financial

10/14/2026

When life feels heavy, forced positivity won’t help—but resilient optimism can: seeing the challenge clearly while still believing that action can make a difference.

09/25/2026

This week we had a client move jobs and were helping with a rollover of funds and the client asked - how does our plan stack up to peers?

Fortunately in this weeks newsletter we shared an article covering that topic. Full disclosure much of the national data can be misleading since it is a large sample size and isn't focused on individuals with the same savings or investing habit or income, but the point at the end of the article regarding 3x income at 40 or 6x income at 50 is something to think about it you are getting serious about your finances.

Millennials are closing the retirement-savings gap with older generations, but the headline averages mask how far behind many still are.

09/15/2026

Thank you to Penn Township Butler County for hosting community day Saturday and congrats to Karen V. For winning the Butler County Tourism & Convention Bureau gift card!

09/11/2026

Looking forward to seeing everyeone at Penn Township Butler County Community Days tomorrow from 12-4pm!

09/04/2026

For Warren Buffett, “never lose money” has less to do with sidestepping every decline and more to do with avoiding the kind of permanent loss that disrupts long-term compounding.

09/02/2026

AI and remote work just killed the case for building in a legacy startup hub — and the data on where founders are actually launching proves it.

08/21/2026

You crossed the finish line. You expected to feel something. Instead, you felt flat, restless and confused. The internet has an answer for that. It's wrong — and it's costing us our best people.

08/06/2026

As we near the end of summer and start of fall, we also have to thank our interns - Ryan Griffith, Ben Wolf, and Colton Bestwick for their hard work helping behind the scenes this summer.

While we don’t make it public while we work - I want to recognize the amazing project management and systems skills both Ryan and Ben demonstrated this summer. My most analytical clients know my internal processes and thoughts that guide our actions, but taking them from my mind to processes and workflows every day is something we worked on this summer. It has advanced the efficiency of our practice by years. On top of this these two also knew a problem that has plagued business owner clients we work with - related to coordinating across tax and business planning and business valuation. Not only did they take my vision and put clear measurable action around it, but they constantly tested and improved how we onboard accountants and their clients on the system. It is unique to EightPoint and I am proud to say after market research the only firm able to do valuations like we do in the Tri State region. That is something we worked on together and as an owner I cannot say how proud I am to share how each person at EightPoint takes ownership for their role and responsibilities. That is the culture I was raised in, and something that sets us apart from any other firm. Thank you again to the clients who entrust us with their financial plans, investments and decisions. Thank you to the great people that find our culture for ownership and relationship matters above all else.

08/01/2026

Paze faces an uphill battle to get people to use its online checkout button over Apple Pay and Google Pay.

07/27/2026

Each week for clients we share a weekly newsletter and update - often times with pieces that are more educational or financial planning focused - this week our top read by far was the article below.

Older generations have already begun transferring trillions of dollars in wealth to their families and to charity in a process that many wealthy families aren’t as prepared for as they should be.