Are You at Risk of Concentrated Returns?

Despite turbulence, the S&P 500 Index is on track to post a healthy double-digit return in 2023. While this is generally considered a success, looking under the hood reveals that most of the S&P 500's return has been concentrated in just a few of the largest stocks. ... Read More

Eli Lilly’s tremendous year leaves investors with big decisions

Eli Lilly and Co. is one of the largest pharmaceutical companies in the world and is headquartered in Indianapolis. Many Hoosiers, especially those employed by the pharmaceutical giant, which often distributes stock grants as compensation, have been fortunate enough to accumulate sizeable stock positions. ... Read More

Hedging risks with structured notes

Structured notes are an increasingly popular investment vehicle that can expose investors to different asset classes with unique and customizable risk and return profiles. But how are structured notes formed, and what role can they play in your portfolio?... Read More

Secure 2.0 Act: What does it mean for you?

In late December of 2022, Congress passed, and President Biden signed the $1.7 trillion omnibus spending bill. One part of the bill is the SECURE 2.0 Act, which expands on the original SECURE Act of 2019 by enhancing many features related to investors. ... Read More

High inflation, strong dollar – a contradiction?

Inflation is measured by the cost of a basket of goods and services over time. You may be surprised to learn that while prices are increasing at the fastest pace since the 1980s, the US dollar has simultaneously been increasing in value and is the strongest that it has been since 2002. ... Read More

Market jitters – don’t panic!

So far this year, markets have been under considerable pressure and continue to experience high levels of volatility. This has resulted in large market swings, both positive and negative. As equity and fixed income assets across the globe decline in unison, it is imperative to tune out the day-to-day headlines and remain committed to the strategy of a personalized financial plan. ... Read More

Hawkish Fed: Good for Your Portfolio?

The stock market kicked off 2022 with a bang, ushering in the worst performance to start a year since 2016. Despite a strong first trading day of the year in which markets closed at new record highs, the week concluded with all major domestic indices meaningfully negative. What went wrong? ... Read More

Wow! Inflation over 7%

‘Transitory’ inflation? What’s that? As consumers, we see higher prices on goods and services that we purchase every day. Is this inflation short-lived or are higher prices here to stay? And, what’s the Federal Reserve doing about it? ... Read More

China’s Real Estate Problem

Evergrande, China’s largest and most indebted property developer, has recently been in the news for missing interest payment deadlines, putting the firm at risk of bankruptcy. Investors are concerned... Read More