Blog
Should You “File and Suspend” for Social Security?
Applying for Social Security is a retirement ritual in America, and a feature added in 2000 gives retirees greater flexibility over the start of this benefit. After filing for Social Security between the ages of 62 and 70, individuals can elect to suspend their...
How to Protect Yourself against Investment Fraud
Within the past four weeks, two news stories have broken about Indianapolis area investment firms being charged with fraud. Follow these links to read the stories of JCL Capital and Veros Partners. We want to point out that none of the principals involved have been...
King Dollar
Each quarter’s earnings season seems to have its own theme. During the first quarter of 2015, the recurring topic was the value of the U.S. dollar relative to foreign currencies. Foreign currency values matter primarily for companies selling goods and services in...
Peloton 2015 Q1 Recap
During the first quarter, investors remained focused on the Fed and the prospects of higher interest rates sometime later this year. As a result, market volatility remained elevated compared to the relatively docile first half of last year. Despite significant...
Beneficiary Designations: A Critical Element of Estate Planning
The following guest blog is courtesy of attorney Anne M. Hamilton with Kroger Gardis & Regas. The unintended transfer of an asset by an out of date beneficiary designation is one reason why a regular review of an estate plan is critical. In the last three to five...