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Dow Jones 20,000: Time to Sell?
Dow hits record high 20,000! Can it go higher? Will the bottom drop out? Should you buy, sell, or hold? These are all good questions with no easy ...
401(k) – Review Your Investments: Target Date Funds
It’s a new year and a perfect time to review your 401(k) investments. If you are saving aggressively for retirement (and we hope you are), then be sure those dollars are working hard for you. Target date funds are a popular investment option, but you may want to dig deeper.
Generation X: Maybe Reality Doesn’t Bite
Are you a member of the overlooked Generation X? If you were born between 1965 and 1980, you are “America’s neglected middle ...
2016 Investment Review: Top 3 Surprises!
What a year 2016 turned out to be for investors! U.S. stocks ended the year better than anyone predicted, but other categories had mixed results. ...
Cyber Defense Starts With You!
Cyber attacks on the Democratic National Committee and Yahoo have made headlines recently. In both cases, emails were hacked and important personal ...
Overseas Corporate Cash 101
During the presidential campaign, both candidates talked about incentivizing corporations to bring their earnings held offshore back to the United ...
Lock Down Your Credit Reports
You can now prevent unauthorized access to your consumer credit reports. This is one way to limit the fraudulent activities resulting from identity ...
Are Humans Wired for Successful Investing?
Are you your worst enemy when it comes to investing for your future? Behavior scientists may say “yes”. People want safety and comfort. ...
Sometimes Small is Better: Shop Small Business Saturday!
This Saturday is Small Business Saturday in Indianapolis and across the country! It’s your opportunity to support local merchants that are the ...
Charitable Gift Fund: Questions & Answers
Are you interested in simplifying your charitable giving? Or, perhaps you want to reduce your tax liability in a high income year. Do you have ...
Financial Planning For the Generations
There are multiple reasons to do your financial planning with your children and grandchildren in mind. Maximizing the transfer amount by minimizing taxes is the first reason that generally comes to ...
Cyber Security: How to Protect Your Investment Accounts
Without a doubt technology has made all of our lives easier. However, this increased use of technology gives hackers and thieves new ways to steal your personal information—without even breaking into your home!