Blog

Don’t Follow the Herd, Avoid the IPO

One of the top buzzwords in capital markets is “IPO”, or Initial Public Offering. With many young companies going public faster than ever, investors have become more and more interested in buying during an IPO. There are only a handful of stocks that receive more hype...

Our Top Investment Gifts for the Holidays

While the term "investment gift" might not elicit the enthusiasm that cars with bows or pricey headphones or gaming consoles can inspire, Peloton has picked two unique options for investment gifting this season. While you might not be able to accommodate young or...

Mutual Fund Investing: Cost

High fees are the silent killers of good investment results.  The arithmetic part of that statement is self-evident. What’s less clear is the ways in which savers are subjected to excessive costs in mutual funds. Commissions are still a reality for customers of...

Mutual Fund Investing: Control

The answer to the following question seems obvious until you stop to think about it: why is it important to maintain control of your investments? After all, unless you’re buying and selling individual securities for yourself, you’re ceding control to someone – a money...

317-559-1700

Our Latest Blog Post