As a financial advisor, I learn a lot about clients’ short and long-term financial goals through manyconversations and building relationships with them. I also often

  While interest rates have already increased considerably since the end of August, some investors remain concerned about potential additional increases as the monetary policies

  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

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

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

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

The New York Times Sketch Guy columnist, Carl Richards, recently wrote a column on July 17th, 2017 titled “When Following the Flock is Not a

With all the financial media attention given to the term fiduciary in recent months, many people have been asking me questions on the topic.  “What

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