From Our Point of View

If you’re wondering “how do I start investing in real estate?” you’ve come to the right place. For many investors, real estate can be a superior choice to diversify their portfolio. Real estate appreciates in value over time, and rental properties lead to regular monthly cash flow, while selling a property is a large cash return on the investment. Once you own one piece of real estate, that property can be leveraged to expand your holdings even if you don’t have cash on-hand to buy the next property.

When you have specific health complications, you want to make sure that you have the right medical specialist to assess your situation, right? Well, in the case of your finances, you will want to make sure you have an upper hand to prevent unexpected hiccups. Most of us need assistance in managing our finances, as it can be a tedious task to complete. So, how do you know which financial professional is the right one for your unique case? Here’s how you can find the right investment advisor in Indianapolis.

Investing in your own business eventually reaches a tipping point where you aren’t just concerned with investing time, but also profits. How can business income be invested in a way that preserves the longevity of the business, protecting you in lean times with a nest egg? There’s a lot to learn before making an investment of business profits.

We are constantly working to expand our services to our clients. Last year we introduced nightly market updates around major market moves and expanded our TIPS (Taxes, Investments, Planning, Spending) newsletter. This year we’re introducing our quarterly update where we provide our insights on the market and how it impacts your investments.

For some, it may be difficult to understand how money works, how financial advisors make their money and, more importantly, how you’re going to get your money’s worth. That’s why we’re going to make it as clear and concise as possible, so that you can understand exactly what to expect from potential financial advisors.

As you approach or enter retirement, you are likely wondering, “Do I have to pay taxes on retirement income?” This is a straightforward question, but the answer is not so clear. The amount of taxes paid on retirement income depends on a number of factors, like the type of income, how much you make, where you take income from, and the income of your spouse if you file taxes jointly.