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Image for Annual Checkup Equals a Healthy Portfolio

Jul 24, 2017

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!

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Jul 17, 2017

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 ...

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Jul 7, 2017

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!

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Jun 26, 2017

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 ...

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Jun 19, 2017

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 ...

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Jun 12, 2017

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 ...

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May 23, 2017

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? ...

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May 15, 2017

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 ...

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May 11, 2017

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 ...

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May 8, 2017

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!

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May 6, 2017

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 ...

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May 1, 2017

Wedding Approaching? What about a Prenup?

What’s your reaction to the words “prenuptial agreement” or “prenup?” I’m betting “romantic” ...

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