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Jan 9, 2017

2016 Investment Review: Top 3 Surprises!

What a year 2016 turned out to be for investors! U.S. stocks ended the year better than anyone predicted, but other categories had mixed results. ...

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Dec 20, 2016

Cyber Defense Starts With You!

Cyber attacks on the Democratic National Committee and Yahoo have made headlines recently. In both cases, emails were hacked and important personal ...

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Dec 5, 2016

Overseas Corporate Cash 101

During the presidential campaign, both candidates talked about incentivizing corporations to bring their earnings held offshore back to the United ...

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Nov 30, 2016

Lock Down Your Credit Reports

You can now prevent unauthorized access to your consumer credit reports. This is one way to limit the fraudulent activities resulting from identity ...

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Nov 28, 2016

Are Humans Wired for Successful Investing?

Are you your worst enemy when it comes to investing for your future? Behavior scientists may say “yes”. People want safety and comfort. ...

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Nov 21, 2016

Sometimes Small is Better: Shop Small Business Saturday!

This Saturday is Small Business Saturday in Indianapolis and across the country! It’s your opportunity to support local merchants that are the ...

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Nov 17, 2016

Charitable Gift Fund: Questions & Answers

Are you interested in simplifying your charitable giving? Or, perhaps you want to reduce your tax liability in a high income year. Do you have ...

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Nov 15, 2016

Cyber Security: How to Protect Your Investment Accounts

Without a doubt technology has made all of our lives easier. However, this increased use of technology gives hackers and thieves new ways to steal your personal information—without even breaking into your home!

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Nov 14, 2016

Holiday Shopping Financial Plan

With the holiday season upon us, it’s important to make a plan for all the expenses that come along with the festivities.

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Nov 7, 2016

Finishing Strong: Year-End Tax Planning

As we enter the home stretch of 2016, let’s take a quick step back from elections and holiday plans for a quick financial checkup.

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Oct 31, 2016

Family Talk

Parents, who choose to treat their children differently regarding future responsibilities or asset split, need to share their logic with their children before it becomes reality.

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Oct 25, 2016

Should You Ever Lend Money to Family?

Lending to relatives can cause tense situations at family gatherings! While such loans could be a win-win, you need to understand the potential ramifications before you make a commitment