Dodds Wealth Advisors - Ohio

05/08/2026

We are a day late on this one but still wishing a very happy birthday to one of THEE best assistants out there!

Diane, hope you had an incredible birthday and enjoy your weekend!

05/04/2026

Stock and bonds were telling two different stories last week. Plus,

05/01/2026

We had a great time at Bellefontaine High School's Academic Awards program this morning! Each year, we attend this event to celebrate our local high school students that are excelling in the classroom and community. We had the privilege of presenting four awards to students in the area of business and music.

Congratulations to all and a special congrats to the four we presented to:

Ella Fultz (Music)
Cameo Green (Business)
Landon Gerweis (Business)
Haidyn Bruce (Music)

04/29/2026

No sales pitch, no jargon, no cost. Just a woman hoping to help other women.

If you are a woman age 40 and over - or you care about a woman age 40 and over - pause your scrolling and check out this event.

Our financial advisor, Stacy Calton, is hosting a free 60-minute workshop called Woman to Woman: Finding Financial Confidence. And the reason she's doing it says a lot about who she is.

Throughout her career, Stacy has watched women - especially widows suddenly left to manage finances on their own - feel lost, overwhelmed, and too embarrassed to ask for help. She figured, why add "find someone with answers" to their already full plate? So she's coming to them instead.

No agenda. No pitch. Just an hour of real talk about money, confidence, and what's actually possible for you.

May 14th at 6:00 PM at the Bellefontaine Library.

Register at the link below. It might just be the first step to leaving the worry, doubt, and "I just don't know what I'm doing" feeling behind for good.

Led by Stacy Calton of Dodds Wealth Advisors, this session breaks down key financial topics in everyday language; no jargon, no sales pitch, and absolutely no pressure. You'll gain insight into your personal or family finances, learn how to approach common challenges, and leave with practical knowle...

04/27/2026

How can the market go up, when 2/3 of the stocks go down? Also, if you're like most Americans and have concerns around your retirement, we're here for you.

04/23/2026

If you haven't had a chance to visit us recently, the lobby downstairs will look a little bit different! We have a couple finishing touches yet to complete but they should be done soon.

Another wonderful job done by Link Construction Group with a special thank you to Todd Bard!

04/15/2026

Rory McIlroy's win at the Masters this weekend left Patrick with more than just a couple hours of entertainment. Read his thoughts here:

04/10/2026

When's the last time you heard someone say "I've worked here for 35 years"?

35 YEARS! That's the work anniversary we celebrated today with Vicki Gleaves. And what a ride it has been!

Just for some context, here are a few fun notes of happenings from 1991, 35 years ago.

- Hammer pants, inspired by 90s rapper MC Hammer, were all the rage.

- Terminator 2 was at the top of the box office that year. That was the movie that popularized the phrase, "Hasta la vista, baby."

- VCR's, cutting edge technology at the time, cost $399. That would be the equivalent of $974 today!

- The world's first we**am was created. The purpose? Monitor the coffee pot so employees at the University of Cambridge weren't disappointed to walk across the building only to find an empty pot. If Vicki were there, it would have been monitoring the Diet Pepsi supply.

Vicki, we are SO grateful to you and your dedication over the last 35 years! Well done, friend!

04/09/2026

For those of you who are clients of ours, you probably remember we always have This Old House playing in the waiting room. In our opinion, it’s the perfect kind of show for that environment.

So we decided to lean into that idea - especially since Ben loves a good home project himself. Toss in the fact that today is his birthday, and here we are:

The debut cover of This Old Ben.

HAPPY BIRTHDAY OL' BEN!

04/07/2026

The time has come to announce the winner of our annual March Madness pool.

🥁🥁🥁🥁🥁🥁.......Congratulations Diane!

Your unrelenting loyalty to the ugliest letter in all of sports has rewarded you with both ANOTHER March Madness office pool win AND the right to celebrate another National Championship.

If you're wondering who came in 2nd, well, it doesn't matter because no one ever remembers the runner-up.
..but it was Nate. Nate got second.

We will not (Maverick), however (Maverick), tell you who came in last place (Maverick).

04/03/2026

We will be closed today in honor of Good Friday.

Hope you have a wonderful, blessed Easter weekend! ✝