Skip to content
PTG Wealth Advisors LogoPTG Wealth Advisors Logo
Make an appointment
  • Home
  • About Us
    • About Us
    • Shaun D. Patterson
    • Scott M. Turner
    • John P. Greco
    • Connor O'Leary
    • Bob Zaremba
    • Brian Herald
    • Suzi Wagner
    • Bridget Mouse
    • Stephen O'Neill
    • What Makes Us Different
    • Why Work With a CFP®
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Process
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Patterson, Turner & Associates
    445 Hutchinson Ave Suite 860 Columbus, OH 43235 T: 380.444.5888
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Technology & Innovation
  • Media
    • Article
    • Infographic
    • Newsletter
Consumption is the anchor, but investment drives the cycle
8/28/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Five catalysts that could drive a pickup in volatility
8/28/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
View
Infographic: Retiring early? 5 ways to help manage health care costs
Retiring before Medicare eligibility at 65 can leave a gap in health care coverage. Explore strategies to help bridge that gap.
Retirement & Longevity
Private credit is a growing retirement income strategy
Direct lending gives options to more risk-tolerant income investors
Retirement & Longevity
Cash balance plans: A gamechanger for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
Watch Video
A look at the Federal Reserve’s shift away from forward guidance
8/24/2026
Raymond James Chief Economist Eugenio Alemán evaluates what the Federal Reserve's shift away from forward guidance means for markets and interest rates.
Economy & Policy
Read
Tug-of-war: Who is setting interest rates?
8/24/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Rising yields may create opportunity rather than signal a bond market crisis
8/21/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Takeaways from the Federal Open Market Committee minutes
8/21/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle

what can we do for you?

Say hello
PTG Wealth Advisors LogoPTG Wealth Advisors Logo
envelope
  • PTG Wealth Advisors
  • 445 Hutchinson Ave Suite 860 Columbus, OH 43235
  • T: 380.444.5888
  • Map & Directions
  • Map & Directions

Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, Inc., member FINRA / SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, Inc.