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Annual Checkup Equals a Healthy Portfolio
Everyone knows an annual physical is recommended for most adults. Seeing your doctor on a regular basis helps identify potential health problems before they become serious. Your investment portfolio needs an annual checkup too!
Stock Market: Stay In or Get Out?
Recently we’ve enjoyed a bull market with stocks nearing an all-time high. The Standard & Poor 500 Index is up more than 300 percent from ...
What's in your overseas wallet? Money tips for the world traveler
Traveling overseas? Have you thought about how you will get money and spend money while there? Preparation may be both valuable and time saving!
International Stocks: Is Now the Time?
After years of underperformance compared to U.S. stocks, international stocks have sprung to life over the past 12 months. This is welcomed news for ...
Saving Cash Abroad
Summer is here and the travel season is in full swing. If you’re planning to vacation abroad and explore other countries, now’s the time ...
A Perfect Storm For Long-term Care Insurance
The long-term care industry continues to face a perfect storm. Sales are shrinking, premiums are increasing (especially for women), interest rates ...
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? ...
Longevity Planning: Covering all the Bases
You’ve executed a last will and testament and created a plan for divvying up your assets when you pass. You’re covered, right? Not ...
Collaborative Divorce: A Softer, More Congenial Approach
Preparing for a major event often involves a team of professionals. A wedding involves photographers, caterers, and florists. And people often seek ...
Crowdfunding for Real Estate: Now Anyone Can Own a Skyscraper!
Have you ever wanted to own a skyscraper? How about an entire apartment complex? Well, good news, now you can! And, you don’t have to meet “accredited investor” requirements. How? It’s called crowdfunding!
Directly Held Stock Versus a Brokerage Account: Questions & Answers
Do you receive mail from a company that holds shares of only one specific stock on your behalf and don’t know what to do with it? Most likely ...
Wedding Approaching? What about a Prenup?
What’s your reaction to the words “prenuptial agreement” or “prenup?” I’m betting “romantic” ...