Matthew A Doty - Western & Southern Life

Matthew A Doty - Western & Southern Life A little overwhelmed by financial jargon? Don’t worry – at Western & Southern Life, We Speak Fi

The views posted on this site are my own and do not represent the positions, strategies or opinions of The Western and Southern Life Insurance Company or Western-Southern Life Assurance Company (or its parent or affiliated companies). The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular

strategy or investment product. This profile should not be considered as a solicitation for services.

The United States Navy Reserve celebrates its 107th birthday today, March 3.  We salute the Sailors who have served and ...
03/03/2022

The United States Navy Reserve celebrates its 107th birthday today, March 3. We salute the Sailors who have served and currently serve our country with honor.

“Everyone can reap the positive benefits of giving and receiving thanks.”
03/02/2022

“Everyone can reap the positive benefits of giving and receiving thanks.”

Gratitude is proven to increase productivity and create a more engaged and resilient workforce. Here's how to encourage gratitude in the workplace.

“…as common as disability is, not many people know how to talk about it…”
03/02/2022

“…as common as disability is, not many people know how to talk about it…”

Do you find yourself avoiding conversations on disabilities? Worried you'll offend a disabled friend? A disability rights activist shares ways to be a better ally and to destigmatize disability in America.

02/21/2022
February 19 is the official birthday of the United States Coast Guard Reserve.  We honor the men and women who have serv...
02/19/2022

February 19 is the official birthday of the United States Coast Guard Reserve. We honor the men and women who have served and currently serve.

In addition to offering a death benefit to your beneficiaries in the event of your passing, there are at least three oth...
02/16/2022

In addition to offering a death benefit to your beneficiaries in the event of your passing, there are at least three other main benefits of term life insurance to consider:

If you're weighing your life insurance options, it's important to know the different features available. This overview of the benefits of term life insurance may help you determine if it's an ideal fit for you and your beneficiaries.

Western & Southern continues to enjoy strong ratings from independent rating agencies.
01/28/2022

Western & Southern continues to enjoy strong ratings from independent rating agencies.

Fitch stated that “balance sheet fundamentals remain extremely strong, supported by exceptionally strong capitalization metrics."

While there's no portfolio diversification formula that will work for everyone, certain fundamental principles could hel...
01/28/2022

While there's no portfolio diversification formula that will work for everyone, certain fundamental principles could help you reach your financial goals. Learn more about how you could strategically diversify your portfolio — and manage market fluctuations.

As the saying goes, don't put all your eggs in one basket. But could this also be true for investing? Portfolio diversification could help you manage risk and reach your financial goals.

Before investing in any mutual fund, it’s important to understand your own goals and preferences. I can help you get org...
01/28/2022

Before investing in any mutual fund, it’s important to understand your own goals and preferences. I can help you get organized and take potential next steps.

Trying to figure out how to pick a mutual fund? These five tips may help you find the right investment for your financial plan.

Does it make sense to convert your traditional IRA over to a Roth IRA? Commonly called a “backdoor Roth IRA,” these tran...
01/28/2022

Does it make sense to convert your traditional IRA over to a Roth IRA? Commonly called a “backdoor Roth IRA,” these transactions carry tax consequences, however become more popular during recessions and the bear markets that accompany them. Message me for an appointment and we can discuss whether this might be right for you.

How to convert a traditional IRA into a Roth IRA, the tax implications of doing so, and how to decide whether a conversion makes sense for you.

Position yourself to weather the current economic storm: Here’s what you should NOT do during a recession, according to ...
01/28/2022

Position yourself to weather the current economic storm: Here’s what you should NOT do during a recession, according to Investopedia.

These tips can help you avoid financial risk at any time, but they are especially important during an economic slowdown.

The process of achieving big goals at work may need to include celebrating little milestones.
01/28/2022

The process of achieving big goals at work may need to include celebrating little milestones.

Don't wait to celebrate only big achievements—the little work wins matter as well. Here's why 12 career coaches think they're important.

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