Financial & investing terms

Situational Awareness for Bond Investors

There is no substitute for mental preparedness. Just ask any professional athlete or Navy SEAL. Our weekly market commentary notes that one essential aspect of metal preparation is situational awareness – being able to identify, process, and understand what is happening … [Read More...]

Hoosier Pass  6-28-14

Virginia to Oregon: Come and Hear All About It

Would you like to hear about Ron and Matt’s encounter with a rattlesnake, their trek through three mountain ranges, the beauty of the Grand Tetons, and their ride to the Pacific Ocean? Join Ron on Tuesday, September 9 at 7:00 p.m. to hear some stories and see some … [Read More...]

Tax forms

How We Helped a Couple Save a Lot in Taxes

“I want to pay off our debts with some of the money from my 401(k) rollover.” On the surface, that sounded like a noble plan for a couple who I’ll call Bob and Mary. After all, one of our core values is a debt-free retirement, and we look for ways to make this a reality … [Read More...]

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RIA Stands For You

How Can You Become Our Client?

        1. Learn about "Who We Are," "Serving You," and "Are We Right For You?" on our website. 2. Compile your vital personal documents and information about your financial accounts. 3. Jot down any questions you may have related to your retirement planning, your tax issues, and/or how we take care of our clients. 4. Call us to schedule a discovery meeting with Ron or … [Read More...]