Stop disease comeback stories with vaccinations

While Americans typically love a good comeback story, there’s one taking place today that poses a growing – and preventable – threat to our communities and children: Childhood diseases are making a comeback as a result of a continued decline in childhood vaccination rates. ... Read More

Shifting into a new gear of talent recruitment

The Indianapolis Motor Speedway (IMS) hosts the largest single-day sporting event of the year. The pageantry surrounding the Indianapolis 500 celebrates some of motorsports' oldest traditions while immersing fans in some of the most innovative manufacturing and technology feats in all of racing. ... Read More

The Millennial debt boom isn’t all doom and gloom

The highly analyzed Millennial generation is once again setting itself apart from the generations that have come before it. This generation, encompassing individuals in their late 20s to early 40s, is amassing debt more quickly than previous ones. ... Read More

Everything you need to know about QCDs

One of the most underutilized and often misreported charitable giving strategies is Qualified Charitable Distributions (QCD). Taxpayers 70.5 and older can use their IRA to gift directly to charity without creating a tax liability. In addition, if required to take annual Required Minimum Distributions (RMDs), the charitable gift will reduce the annual RMD. That sounds like a no-brainer, right?... Read More

Ensuring your messages don’t get lost in translation

If your organization does business in the growing global marketplace, there may be times when you need to communicate with people in languages other than English. While it’s tempting to simply translate your existing materials, that may not be the most effective approach.... Read More

How will AI impact your personal finances?

Artificial Intelligence technology is quickly becoming the biggest disruptor across all industries. ChatGPT brought AI to the mainstream.  Rapid advancements in these chatbots have captured the attention of everyone from higher education to B2B technology companies to government regulators. We are still in the early stages of AI development and application, but how will it impact you? More specifically, how will AI impact your finances? ... Read More

Embracing consumer data privacy

Indiana recently became the seventh state to enact a comprehensive data privacy law. The General Assembly passed the legislation unanimously, and it has now been signed into law by the Governor.... Read More

Preparing for success: Navigating personal planning before a liquidity event

Entrepreneurs and startup founders often concentrate solely on their business ventures and neglect crucial aspects of their personal and financial well-being. This lack of preparation can lead to negative outcomes when it comes time for an exit event. To avoid these potential consequences, it's important to consider the following key steps well ahead of time, ideally at least one to two years prior to a liquidity event.... Read More

A historic state budget for housing

As he signed Indiana’s next biennial budget hours after it passed the General Assembly, Gov. Holcomb remarked, “(This) isn’t just your average, ordinary, typical, two-year budget…it is a generational impact budget.”... Read More

How strong is the U.S. consumer?

The strength of the consumer is a vital part of economic growth in the United States. Over 70% of the U.S. economy, as measured by GDP, is based on personal consumption. Therefore, studying the consumer's habits—how much we spend, save, and borrow—can help provide a sense of the short-term direction of the economy. So how strong is the U.S. consumer right now? ... Read More

Which side are you on?

We've been asked to "choose a side" since childhood. It may have been on the playground or in a friendly relationship. What happens when neither of those sides is what we seek, support, or can be trusted to be accurate? It calls for critical thinking, consideration of unbiased perspectives, and greater objectivity. Our society could use more of those qualities in today's discourse and deciding where to expend our valuable resources.... Read More

Employees as owners? Works for us!

“My staff would care about their jobs more if they knew what it felt like to be in my shoes," said every business owner at least once. What if you gave your employees the chance to feel an ownership stake by providing them an ownership stake in the company? We did and its working.... Read More

CDs: Guess who’s back

With its aggressive rate hikes in 2022 and continued moderate hikes in 2023, the Fed has raised rates to the point where investors can now find yield without taking on too much risk. The days of earning 0% yield on bank accounts and not much more on conservative bonds are behind us for the moment. So what does that mean for investors?... Read More