Markets and Investing

After nearly 29 years of helping families manage their money, I can definitively say that we Americans are for the most part just horrible about talking about money with our families.  Now, don't get me wrong. I know families that like talking...

With the start of a new year bringing to mind fresh hopes and dreams, many make resolutions to work toward a goal that will improve both their present and future. With this propensity for improvement marking the beginning of 2022, as well as the...

We recently helped a family with a planning situation in our practice that may serve as a good educational tool for other families. I’ve changed the details of this case, but the fundamentals provide the insight. A long-time married couple had...

Latitude Commercial, a commercial real estate brokerage headquartered in Crown Point, has sold 7781 E. Ridge Road in Hobart. The 5,288 square foot professional office building houses three tenants renting spaces at market rates. One tenant is a...

As we wind up 2021 and head into 2022, let’s review some of the investment and economic themes on my mind. Please keep in mind, I consider these thoughts to be informed opinions, but certainly not investment advice. I can’t recall a more...

The expectation of “transitory” inflation itself proved, unfortunately, transitory. Over the past two weeks we’ve learned the Federal Reserve indicated it is no longer using this expectation in its economic planning and policy going forward....

DYER, Indiana | During a week when U.S. Surgeon General Dr. Vivek Murthy highlighted the urgent need to address the nation’s youth mental health crisis, Franciscan Health Dyer celebrated an expansion of its behavioral health programs for...

Indiana Beverage is a family-owned beverage wholesaler that has been serving the 24 counties in NWI since 1939. Recently, Indiana Beverage was excited to announce a partnership with one of its suppliers that would immediately become the talk of the...

Football is back and if you’re like us, you’re more than ready to celebrate with tailgating food and fun. But you don’t have to break the bank to have a good time cheering on your favorite team. You can throw a great party with the help of good...

Be prepared when the unexpected happens. Car trouble, job loss, medical bills, home repairs. Unexpected expenses are unfortunately unavoidable. That’s why we’re offering some tips on why it’s important to expect the unexpected and financially...