Financial Planning | Financial Advisor | Carmel | Indianapolis - Thoughts on the Tax Cuts and Jobs Act of 2017

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 […]

Ten Financial Hacks for Everyone I Know

My family may be a lot like your family. We have a doctor, nurse, lawyer, therapist, professor, corporate executive, electrician, engineer, project manager, consultant, public employee, designer, and many more across the occupational spectrum. I wrote this article so that it applies equally to all of them. A bit of background: During our family […]

How To Handle Stock Market Highs

If you follow investing much, you may have heard some talk recently about the US stock market reaching all-time highs. This is true; as I write this the Dow Jones Industrial Average recently crossed the 20,000 mark for the first time ever, along with new high marks for the S&P 500, the NASDAQ, and various […]

Election Season and the Stock Market

As Tuesday, November 8 gets closer and closer, we receive several questions and concerns about how the presidential election will affect the stock market. I’d love to say we had a crystal ball that would tell us who the next president would be and how that person would influence the markets, but we have yet […]

Playing Politics in Your Portfolio

In case you missed it, we are well into another presidential election season. While I’m not sure we ever took a break from the 2012 round, already the herd of 2016 hopefuls are canvasing the country. Over the next year, Republicans and Democrats will parade themselves in front of every TV camera they can find […]

Lower Debt, Raise Savings

You have paid all your bills this month and you have some extra cash left over. Great! Now, what to do with it? Many people debate on what is the best approach between paying off debt and saving. Well, one answer does not fit everyone since each person’s areas of focus are different. You need […]

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