wealth management services

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8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250, Phone 317-818-1040
Tuesday, 27 March 2018 13:32

19 Questions to Ask Your Advisor

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When it comes to getting help with your money, you want to work with someone you know, someone who knows you and your financial needs, someone that you trust. Establishing that type of mutual understanding doesn’t happen immediately; it takes time to discover how advisors and their firms do business. Of course, making those discoveries can be difficult and uncomfortable. How do you know what to ask? What are appropriate questions?

Friday, 02 March 2018 11:33

Why You Need a Personal Balance Sheet

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How do you know if you’re on track to meet your financial goals if you do not know your present situation? I’m sure you’re familiar with the phrase “going from point A to point B”, but most of us will need to pack our bags before we map our course so that we are prepared for the trip and are ready when we arrive.

Monday, 05 February 2018 20:31

Some Perspective on Recent Market Performance

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A little over 1 year ago, I published a blog post right here where I discussed the Dow reaching 20,000 for the first time ever, and some thoughts on how to handle stock market highs.

Here we are a year later, and the Dow recently closed above 26,000. So, according to my math, a rough 23% decline (a true bear market) would take us all the way back to...2017. Last year. If the Dow dropped 23% tomorrow, it would be about where it was just a year ago.

Friday, 22 December 2017 15:55

Thoughts on the Tax Cuts and Jobs Act of 2017

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The tax reform bill that has dominated the news headlines was passed into law this week. And it should dominate the news because it will impact every taxpayer and every US business in some way, shape, or form. The purpose of this article is not to summarize all the points of the new bill, but to give you a few of my initial thoughts on how it impacts the clients we work with every day.
Wednesday, 20 December 2017 16:47

Why You Should Care About Health Savings Accounts (HSAs)

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Health Savings Accounts (HSAs) have become a popular extension of health insurance plans over the last 10 years, and will likely continue to grow in popularity. You've probably heard of them...maybe you even have one. But did you know that most account holders vastly underutilize their benefits? If you (or anyone in your family) has medical expenses at any point in the future, and you prefer to pay less in taxes, you may be one of these people. 

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