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Dec 14, 2020

Are You Guaranteeing Losses in Your Portfolio?

After this year of volatility, some investors may want to reduce their portfolio risk and shift toward less risk or risk-free investments. These types of shifts provide protection with a small positive return. Right? Well, not always.

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Nov 25, 2019

Demystifying Economic Indicators

Are you hearing chatter about an upcoming economic recession? Economists use a variety of economic data to formulate their opinions but they are often confusing and meaningless to everyone else. Here are some of the more common economic indicator data points and their significance.

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Oct 29, 2018

Point of Interest (Rates)

Interest rates are on the rise! What does this mean for your money? Well, it could be good or bad news depending upon where you keep your cash holdings. We’ve outlined how rising interest rates could affect your loan rates, credit card rates, investment returns, and more. Read on to ensure you’re getting the most yield from your cash holdings while those rates continue to rise.

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Jun 25, 2018

Rising Interest Rates: Impact on Investments

News of rising interest rates has been hard to miss, but if the economic jargon makes you anxious or you’re trying to ignore the topic altogether, you may have overlooked the impact this could have on your investments. We’ve pulled together a few basic points to help you feel more confident in the current economic environment.

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May 23, 2017

Home Prices: Going Up Says the Magic 8 Ball

Thinking about buying or selling a home? In Central Indiana, home prices have never been stronger! Will this trend continue? If so, how long? ...

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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

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Aug 12, 2016

Got EE Savings Bonds?

Quite a few people have savings bonds that they purchased or received as a gift years ago. If you’re one of those people, you’ve probably wondered what they’re worth or what you can do with them now?

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Apr 25, 2016

Negative Borrowing Rates – Can’t Happen, Right?

In Denmark, it actually happened! You borrow money, pay no interest, and collect a premium to boot. However, as an investor, you pay the bank to hold your money.

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