Tag

investments

Where’s My Free Lunch?

“There’s no such thing as a free lunch.” Most readers have probably heard this saying, but where does it come from? Well, in the nineteenth and early twentieth centuries, saloons would offer their patrons a “free lunch” in order to… Continue Reading →

The Value Of An Advisor

As a company, we avoid actively managed funds in favor of passive investing. We also discourage clients from chasing returns, timing the market and other “active” strategies. We feel that these strategies are more akin to gambling than investing. Yet,… Continue Reading →

Set the Cruise Control on Your Investments

Watching the stock market can be exciting some days, especially if you have your life’s savings wrapped up in investment accounts. But it turns out that watching the market’s rises and falls can be detrimental to your portfolio’s return. News… Continue Reading →

What Is a 401(k) and What Investments Should I Choose?

Our clients often ask, “What investments should I choose in my 401(k)?” A 401(k) is a workplace retirement savings plan that has certain tax advantages for both the employer and the employee. Typically, when you elect to participate in your… Continue Reading →

Financial Planning When You’re In Your Twenties

According to a recent poll, the top indicators of being “grown up” are 1) taking full responsibility for your own actions, and 2) being financially independent. Some of the more traditional understandings, such as “finishing my education” and “getting married” were… Continue Reading →

Tax Savings Alert for Indiana Residents

If you are paying for college (for yourself or someone else), get ready for a huge tax savings on your Indiana state tax return! The Indiana Code (IC 6-3-3-12) provides a tax credit for contributions to the Indiana CollegeChoice 529… Continue Reading →

© 2018 — Powered by WordPress

Theme by Anders NorenUp ↑