wealth management services

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8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250, Phone 317-818-1040
Josh Bentz

Josh Bentz

Wednesday, 14 November 2018 19:39

Delaying Social Security

If you've spent your whole life working and paying into the Social Security system, your gut reaction might be to cash in on the benefits ASAP. As a matter of fact, more people file as soon as they're eligible than any other time. But is that really the best move?
Friday, 12 October 2018 19:34

Financial Priorities Other than Investing

It's easy to get caught up in investment decisions. How much should I be saving? How is the market affecting me? What funds am I invested in? Does my allocation still make sense? It can be confusing and stressful, and it comes as no surprise that many of the questions we get are investment-related.
Tuesday, 27 March 2018 13:32

19 Questions to Ask Your Advisor

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?

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.

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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