On October 7th, we welcomed Dr. Mary Austrom, the Wesley P. Martin Professor of Alzheimer Disease Education for the IU School of Medicine, and Jack Broyles as the featured speakers of our Bedel Financial Forum, focused on understanding and preparing for the financial and emotional impact of Alzheimer’s Disease. Speaking on both the clinical aspects of the disease, as well as the more personal aspects of having a loved one that has been diagnosed with Alzheimer’s, both speakers provided insight into the impact of the disease on the patient, as well as on his or her family or caregivers, both emotionally and financially.
Special Retirement Edition
Greg Valliere, Chief Political Strategist for the Potomac Research Group, was the featured speaker at October 15th’s Bedel Financial Forum. Speaking on a wide range of topics, including the recent government shutdown, the debt ceiling and the upcoming elections, Greg provided insight into the inner workings of Washington and how those day-to-day activities affect us as investors.
This student-led project provides transformed pianos throughout Indianapolis for anyone to play!
Many individuals have sizeable positions in their employers’ stock. While our crystal ball is not always clear about how a certain stock may perform, we go into great detail with our clients about the potential impacts that owning a large position can have with their long-term financial security. For example, by discussing our concern with a client, they may decide not only to reduce their holding but eliminate the holding completely, especially if they no longer have a current correlation with the company. By removing the large dependency upon a single company, the client would not longer need to be concerned with the chance that the company could announce devastating news, plummeting the stock price and jeopardizing their situation. Obviously, timing is imperative but it does go to prove that a big difference can be made by having a simple conversation about risks and financial security.