Walsh Asset Management LLC

Walsh Asset Management LLC Investment Management, Business Retirement Plans and Retirement Planning. a Broker/Dealer, member FINRA/SIPC.

We provide investment management for individuals, businesses, retirement plans and foundations. In conjunction with plan administrators, we help the plan sponsor coordinate the investment process of business retirement plans, including 401(k) plans, profit sharing plans, SEP plans, SIMPLE plans and money purchase pension plans. Bridging the investment management and retirement plan segments, we as

sist individuals in creating custom retirement plan strategies. Registered Principal, with securities offered through Cambridge Investment Research, Inc. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Walsh Asset Management, LLC and Cambridge are separate entities.

07/16/2026

You completed your taxes by April 15, got your refund if you were owed one, and now what? Perform a retirement checkup.

Thinking about a prepaid debit card? Consider the pros and cons.
07/15/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Protect yourself from identity theft.
07/13/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

07/10/2026

The OBBBA could ease some tax burdens for retirees.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
07/10/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
07/08/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
07/06/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
07/03/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

07/02/2026

You don't want to wait any longer to make this critical move.

Address

3914 Miami Road, Ste 201
Cincinnati, OH
45227

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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