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Image for Emergency Funds: For When the Unexpected Happens

Feb 6, 2017

Emergency Funds: For When the Unexpected Happens

It’s winter in Indiana! Hit a pothole hard enough and you might end up with a pricey bill for the repair. Or, what if your furnace dies when ...

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Jan 30, 2017

Dow Jones 20,000: Time to Sell?

Dow hits record high 20,000! Can it go higher? Will the bottom drop out? Should you buy, sell, or hold? These are all good questions with no easy ...

Image for 401(k) – Review Your Investments: Target Date Funds

Jan 23, 2017

401(k) – Review Your Investments: Target Date Funds

It’s a new year and a perfect time to review your 401(k) investments. If you are saving aggressively for retirement (and we hope you are), then be sure those dollars are working hard for you. Target date funds are a popular investment option, but you may want to dig deeper.

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Jan 16, 2017

Generation X: Maybe Reality Doesn’t Bite

Are you a member of the overlooked Generation X? If you were born between 1965 and 1980, you are “America’s neglected middle ...

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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!