THIRD QUARTER 2017

THIRD QUARTER 2017 – What Inning is It?

Fall is one of my favorite times of the year. The temperatures are mild, the leaves are changing colors and America’s favorite sports are in full swing. This is the only time of year you will see baseball, football, and basketball all playing at the same time. Tis the season of a sports fanatic. Yogi […]

RECENT POSTS:

THIRD QUARTER 2017

THIRD QUARTER 2017 – ADJUSTING THE SAIL

I have never been an avid sailor but I can remember well when we experienced a wicked bear market, the dot com collapse of 2000-2, and our office used an anonymous expression, “We cannot direct the wind, but we can adjust our sails.” We were referring to how we can each make changes to our […]

THIRD QUARTER 2017

Ohio Building

2017 Client Appreciation Banquet

Client Appreciation Event Tuesday, November 14, 2017 Market Review 4:00-5:15 Mary Holland, Fidelity Advisor Funds With Volkers Group Advisors Meet and Greet 5:30-6:00 Dinner 6:00-7:00 7:00-8:00 Matt Iseman Comedian and Host of American Ninja Warrior Matt’s first love and the thing that convinced him to give up a career in medicine to move out to LA […]

529 Year-End Planning

529 Year-End Planning

Do your children or grandchildren need financial help for college expenses? Would you like to help them? 1. A 20% tax credit up to $5,000 per year in contributions can be claimed against Indiana income tax ($1,000 max yearly credit). 2. For your contribution to be eligible for 2017 state tax credit, the funds must […]