Blog

The (Surprisingly) Positive Impact of Rising Rates on Municipal Bonds

  While interest rates have already increased considerably since the end of August, some investors remain concerned about potential additional increases as the monetary policies of the Federal Reserve become less accommodative. The immediate effect of a rise in interest rates is, of course, a drop in the value of fixed income investments, which has…

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What’s Your Passion?

  Do you spend much time around people whose creative energy and passion are irrepressible?   They’re contagious.  Regardless of the topic, you want to know more.  Seeing them light up is magnetic, electrifying.  You can feel it in the air, and it pulls you into a place where you want to be.  It’s as though…

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More Is Caught Than Taught

What if our kids could magically acquire solid money management skills?  Don’t most parents hope their children grow up to be responsible adults with sound judgment on financial matters, even such basic things as making regular payments on their mortgages, setting money aside in advance for emergencies, and avoiding excessive credit card debt.  Have you…

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How to React to the Recent Stock Market Volatility

Last year was a remarkable year for stocks.  Gains were relatively large, with the  S&P 500 Index returning 21.8% for the year, but not unprecedented.  The smoothness with which those gains occurred, however, was unprecedented.  The S&P 500 Index saw twelve months of positive returns last year on a total return basis – something it has not…

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A Look Back at 2017

A Look Back at 2017; What to Look Forward to in 2018   I enjoy the end of the year, spending time looking back fondly at all the places I have been, people I have spent time with and ways we have all moved forward together, both personally and professionally. For many people, 2017 was…

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(We Think) The Only Tax Reform Post You Need To Read

Most of us will be getting a tax reduction as of January 1st.  Major tax reform typically occurs only once every few decades, and as you’ve probably heard by now, Congress has just passed a bill called the “Tax Cuts and Jobs Act”, which will impact virtually every individual and business on a level not…

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Lilly VERP

As many of us in the Indianapolis community know by now, Eli Lilly plans to cut about 3,500 jobs worldwide by the end of the year.  The move is an effort to reduce fixed costs as the company looks to launch ten new drugs over the next five years.  Much of the job cutting will…

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