Keeping STEM students in Indiana: A new vision for our state’s future

As STEM leaders with experiences that cross sectors, we see first-hand the impact a thriving university in Indianapolis can have on our state’s future. As IUPUI prepares for the transition to IU Indianapolis, the School of Science on IU’s urban campus is poised to generate new opportunities and contribute to a modern Hoosier economy in new ways. ... Read More

Pros & cons: Co-ownership of your home

A common question heard by advisors as clients age is, “Should I add my adult child’s name to the title of my home?” While adding someone to the title of a home is a strategy, there are several downsides to keep in mind and alternative methods to consider.... Read More

Business growth: Dealing with digital distractions

"Two guys walk into a bar" is how the joke usually starts, but this time they sit down at the bar and do not say anything; they take out their phones and just stare at their screens. That is the age in which we live. The next time you go into a restaurant, make your own observations and see who is actually talking to someone else, versus looking at their phone or some other digital device.... Read More

Spooky times for first-time home buyers

It's no secret that the housing market is experiencing spooky times, with home prices around all-time highs and mortgage rates at multi-decade highs. This isn't good news if you are looking to buy a home right now, especially if you are a first-time home buyer. ... Read More

The importance of a well-crafted PTO policy: Trends and considerations

While there are many critical components to employee benefits packages -- such as healthcare and pay, which generally top the list -- paid time off (PTO) is a critical part of your company’s total rewards. We often talk about remote, hybrid, and flexible work arrangements, which are attractive and gaining a lot of attention, but we aren’t talking as much about paid time off.... Read More

Busting common retirement myths

A financial plan consists of many topics, but one of the main focal points is retirement. Having worked as a financial planner for over seven years, I’ve picked up anecdotal and experiential observations that shed light on some of the common retirement myths and misconceptions I’ve noticed over my career.... Read More

Early diagnosis, treatment offer hope for Alzheimer’s patients

There’s understandably a lot of fear surrounding Alzheimer’s. After all, it’s a terrible disease that kills more people than breast cancer and prostate cancer combined, and its symptoms can be baffling and debilitating. However, as understandable as those fears are, they’re complemented by a pair of myths that we simply can’t allow to persist because, every day, those myths prevent millions of people from living better, happier lives.... Read More

Revisiting I-Bonds

Many investors took advantage of the recent high inflation rates to purchase I-Bonds from the Federal Government. Now that inflation rates have decreased significantly, many bondholders are wondering what to do with their investments.  ... Read More

Good tired: Making the move to entrepreneur

For the past 30-plus years, I have worked for someone else. My paychecks grew as my work experience and responsibilities grew, and for the most part I enjoyed a long, fulfilling career. Yet, as retirement loomed closer, my wife and I started thinking about options. ... Read More

Who will step up to advance small nonprofit capacity?

Lilly Endowment Inc. probably hasn’t received the societal praise it deserves when considering its history of capacity building among nonprofits. Their foresight and leadership have been a welcome catalyst to growth and change. I think it’s time for leaders in many smaller organizations to aspire to a similar type of transformation. Will a funder out there be willing to be the catalyst for their next steps?... Read More