Blog

A review of 1st quarter global market returns.

As we navigate the uncertainties of the 2025 stock market, let us recall 2020. Learn how to replace emotions and cognitive blind spots with an investment philosophy for long-term success.

A review of 4th quarter global market returns.

1099 forms report different types of income you may have received throughout the year. Understanding which forms to expect and what they mean is crucial for accurate tax reporting.

Are you sitting on a pile of cash, not earning interest (or very little) at the bank? The beginning of the year is a great time to set your intentions and establish good habits to ensure you save for your financial goals.

A review of 3rd quarter global market returns.

Learn the SEC criteria for accredited investors and how to evaluate private equity and startup investment opportunities. This goal of this post is to help you become a discerning investor and evaluate the risks and rewards associated with unregistered securities.

The Fed Funds rate was reduced on Sept. 18, 2024, and you may be wondering about the implications of this decision on the overall economy including consumer spending, stock market performance, and bond market activity. Here's what you need to know.

Any Indiana taxpayer who expects to pay for education expenses in the future should consider opening a 529 plan. Here's why

Educate your friends and family about the red, yellow, and green flags when selecting a financial advisor. Teach others how to avoid bad financial advice by recognizing these key warning signs.