We would like to give a big thank you to Mary Jane Koesters for 20 years of service at Moorman, Harting & Company. Since Mary Jane’s arrival in 2004, she has been an integral part of our firm. Mary Jane lives in St. Henry with her husband Kevin and has 3 adult children Kylie, Taylor,…
Data Privacy – 10 Tips to Keep Your Data Private Create Strong Passwords The days of using the word password or your name as your password are long gone. To help ensure your passwords are secure, at a minimum use the “8-4 rule”. This means use at least 8 characters with 4 variations such as…
Ryan Koenig joined the firm! We would like to announce the hiring of Ryan Koenig! Ryan will be working as a financial services assistant in our Coldwater office. Ryan is a graduate of Marion Local High School and Bowling Green State University. Ryan lives in Maria Stein with his wife, Olivia. Welcome to the firm,…
Aaron Schwartz, CPA, CVA joined the firm! We would like to welcome Aaron Schwartz, CPA, CVA to the firm. Aaron comes to us with 3 years of public accounting experience. Aaron is a graduate of Ft. Loramie High School and received his master’s degree from Bowling Green State University. He resides in New Bremen with…
Mid-Week Market Minute – August 6, 2023 Mid-Week Market Minute Presented by Moorman, Harting Financial Services, Ltd Mid-Week Market Minute 10.25.23 October 25, 2023 Market Updates Mixed Earnings Reports; Key Economic Data This Week Stocks were mostly unchanged in early trading this week as investors await key economic data amid a plethora of corporate earnings reports.…
WEEKLY ECONOMIC UPDATE Weekly Economic Update Presented by Moorman, Harting Financial Services, Ltd., Market Recap – Week Ending Oct. 20 October 23, 2023 Market Updates Stocks Lower; GDP Estimate, Key Earnings This Week Overview: Stocks across the globe fell last week, with both U.S. and international stocks lower by more than 2% on the week. In the…
MONTHLY ECONOMIC UPDATE – September, 2023 Monthly Economic Update Presented by Moorman, Harting Financial Services, Ltd., Avantax Market Update – October, 2023 Avantax Market Update – October, 2023 In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at…
Moorman, Harting & Co. held a training event, along with an employee event, for the entire firm on June 14th, held outside under beautiful sunny skies. This year’s annual summer event included “Trusts, and When are trusts appropriate” presentation by Phil Borger and Craig Albers, local attorneys of FGKS. This presentation was very informative with…
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.…
Jennifer L. Gaerke passes Series 6 and Series 63 Exams Moorman, Harting & Co., and Moorman, Harting Financial Services, Ltd. is pleased to announce that Jennifer L. Gaerke, a Financial Services Coordinator, and tax preparer, has passed her Series 6 and Series 63 exams. Her growth reflects the continuous commitment to excellence the firm has…