News & Insights

Stay informed with updates and educational content designed to help you and your family plan confidently for the future.
    The Outlook

    The Outlook

    Bumps in the Road | March 6, 2026 — Markets have encountered their first speed bump of the year after the U.S. and Israel began a major mili...
    The Outlook

    The Outlook

    Opportunity in the Noise | February 20, 2026 — There has been no shortage of major headlines in 2026, yet you would not know it by looking a...
    The Outlook

    The Outlook

    A Broad Turn | February 6, 2026 — Market performance this year has been stronger than headline index returns might suggest. While the S&P 50...
    We’re Growing to Serve You Better

    We’re Growing to Serve You Better

    This year, we are making it easier to connect with us by expanding our office locations. Indianapolis, Indiana We are thrilled to open an of...
    Rising Dividend Report

    Rising Dividend Report

    Winter 2026 Newsletter — What do this year’s tax changes mean for you? How might election-year headlines, tariffs, or interest rates affect ...

    Recent Posts

    The Outlook
    Published: March 23, 2026
    The Outlook
    Published: March 6, 2026
    The Outlook
    Published: February 20, 2026
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