In this Indianapolis Business Journal article, Senior Investment Advisor Ronald Patberg,CFP®, shares why coordinating tax planning with othe...
Fits and Starts | October 16, 2026 — Technology stocks had a rough week, but the broader market held up better than the headlines suggest. T...
“When clients ask how they can help the people they care about get started well, Navigator is often where that conversation begins. It’s bui...
“Diane’s generosity, willingness to help others, and love of sharing are remarkable and infectious. She approaches philanthropy with intenti...
Fall 2026 Newsletter — Inside, we explore how data-driven models help guide our thinking, discuss how Navigator may help someone you know ta...
