317.207.0175 [email protected]
Why Rules are Greater than Goals

Why Rules are Greater than Goals

We thought we’d take a short break from taxes, returns, and economic data to revisit an earlier piece we wrote on setting goals to start a new year. To recap: Goals must be measurable, they should have purpose, they should be realistic, and it helps to bring others...
Should you ever try to time the market?

Should you ever try to time the market?

Pop quiz, hotshot. You found yourself with a large sum of money. Maybe it was an inheritance or from the sale of a property or business (it did not fall off the back of a truck).  You don’t have an immediate need for cash, so you decide to invest it. If you dump it...
Three events in 2018 that could impact you in the future

Three events in 2018 that could impact you in the future

That sure went fast.  2018 I mean.  You blink and the year is over.  Funny how time works like that.  There is never quite enough of it.  With your time being at a premium it can be tough to keep up on all the changes going on throughout the year that can affect your...
Financial planning using SMART Goals

Financial planning using SMART Goals

We hope you are finding time to be with family and friends and reflect on the year as 2018 comes to a close.  As the saying goes “The bad news is time flies.  The good news is you’re the pilot”.  Whatever goals you were aiming for in your life this...