Voices

One of the most common planning activities my team works through with clients is advising them as they sell, buy and move homes. Lifestyles change, the cycle of life marches on and housing needs and desires evolve. What can be a daunting process for...

I certainly wish we had the “all clear” signal on the extreme inflation of the past two and half years, and with this week’s lower than expected inflation report there does seem to be some hope along these lines. Unfortunately, however, there...

I was headed to a market update meeting and ETF promotional event at the Chicago Board of Options (CBOE), the event consisted of ringing the closing bell at the exchange floor, and then a couple hours of meetings the next morning. And I was running...

Today we talk about the topic that just about individual investor would prefer not to have, and as soon as I mention it many of you will skip to the next article on the page. The topic, however, is a vital component of portfolio construction and...

As a young girl, one of our pre-Memorial Day rituals, headed-up by my father Ben, was a trip to Saint Joseph Cemetery on South Bend’s west side to plant red geraniums on the graves of our family members, especially the veterans. The west-side...

Last week we talked about the importance of completing estate planning, which will at some point require the choice of an executor, when drafting a Last Will and Testament, or successor trustee, when utilizing a Living Trust. As I expressed last...

My 13-year-old son Ethan has Down syndrome. Being the parent of a young person with a disability is both one of the most fulfilling and challenging journeys one can experience. One of the unique things about this experience is the pace of parenting...

I live south of U.S. 30 in the Boone Grove area of Porter County. Every day I cross 30 in the morning on the way to the Valpo Y. I can remember often cruising through the stop light at 30 and Rt. 2 without materially slowing down. Those days are...

Financial markets, particularly the stock market, over the short term can be like watching a novel teenage romance. So much drama, occasionally eliciting both elation and weeping in the same darned day. Trying to be an adult in the room, or an...

Unfortunately, moments of pure clarity don’t happen often. Thankfully, that means they do happen rarely. For some people, that may mean God is trying to tell them something. For others, they are having an epiphany that change must happen....