Financial Planning | Financial Advisor | Carmel | Indianapolis

How to React to a Bear Market

If you’re an investor who pays attention to market news, you probably know that the market didn’t do you many favors toward the end of 2018 (if you’re a long-term investor who doesn’t really pay attention to market news, good for you). Throughout 2016, 2017, and most of 2018, many people were lulled to sleep […]

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. And […]

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 […]

Some Perspective on Recent Market Performance

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 […]

Thoughts on the Tax Cuts and Jobs Act of 2017

The tax reform bill that has dominated the news headlines was passed into law this week. And it should dominate the news because it will impact every taxpayer and every US business in some way, shape, or form. The purpose of this article is not to summarize all the points of the new bill, but to give […]

Why You Should Care About Health Savings Accounts (HSAs)

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 […]