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Fort Wayne Office
10211 Auburn Park Drive
Fort Wayne, IN 46825
T: 260.376.1000
F: 260.376.1010
TF: 855.893.7992
Map and Directions
Map and Directions
Warsaw Office
1904 E. Old Road 30
Warsaw, IN 46582
T: 574.267.3004
F: 574.267.2508
TF: 888.315.3004
Map and Directions
Map and Directions
Garrett Office
129 S. Randolph Street
Garrett, IN 46738
T: 260.357.0081
F: 260.553.9090
Map and Directions
Map and Directions
Financial resolutions for 2026
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Blog
Start the new year right by reviewing and revamping your financia...
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Ten Themes for 2026
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Blog
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Blog
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How Financial Models Have Evolved to Help Meet Client Needs
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Blog
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Buying a Bond at a Premium Doesn't Mean You Will Lose Money
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Blog
Drew O’Neil discusses fixed income market conditions and of...
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Blog
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A Mid-Retirement Check-in
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Market Chaos is Harvesting Income Opportunities
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May Market Review
06.05.2025
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Blog
May was a pivotal month for markets, shaped by two forces: Tariff...
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Markets & Investing Keeping your financial plan aligned with ...
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Blog
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Beneficiary Designations
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Blog
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April market review
05.09.2025
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Markets & Investing
Uncertainty reigned through April and likely will continue to do ...
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Consolidating Retirement Plans
04.30.2025
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Planning & Retirement
As you approach retirement, consolidating your retirement plans c...
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Tariffs, policy uncertainty weighs on economic, investing outlooks
04.23.2025
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Blog
Markets & Investing Chief Investment Officer Larry Adam notes...
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Markets & Investing
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Financial Considerations As You Approach Retirement
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Blog
Retirement is a milestone that marks the culmination of years of ...
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March 2025 Market Review
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Blog
The equity market remained turbulent through March, with the S&am...
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Looking Through the Volatility
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Blog
Drew O’Neil discusses fixed income market conditions and offers i...
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Q&A with Investment Strategy: Tariffs and Retaliation
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Blog
Tariffs & Retaliation March 4, 2025 Larry Adam, Chief Investm...
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2025 fixed income outlook
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Blog
Markets & Investing Senior Investment Strategist Tracey Manzi...
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February Market Review
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Blog
A torrent of headlines churned U.S. equity markets in February, w...
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Spring Clean Your Finances
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Blog
Family & Lifestyle Streamline planning for the future by gett...
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Employer-Sponsored Retirement Plans
02.20.2025
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Blog
Employer-sponsored retirement plans are a cornerstone of financia...
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Investment Strategies: Building a Robust Portfolio
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Blog
It is always a challenge to manage your investment portfolio in a...
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January Market Review
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Blog
Despite uncertainty surrounding inflation, interest rates, the po...
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Estate Planning: Securing your Legacy
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Blog
Estate planning is the element of financial strategy that helps e...
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The Twists and Turns of Social Security
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Blog
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Social Security Myths and Misconceptions
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Blog
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Life-Changing Events Change Your Taxes, Too
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Blog
Tax Planning Review how six major life events can impact your fed...
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Roth Conversions
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Blog
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Required Minimum Distributions from Retirement Accounts
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Blog
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Medicare: Eligibility and How to Apply
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Blog
Medicare provides essential health coverage and financial protect...
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Blog
Financial Advisor is a term that often brings to mind individuals...
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Financial Advisors
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Blog
Navigating the complex world of financial management can be a dau...
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The Importance of Budgeting in Financial Planning
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Blog
Budgeting is more than just tracking income and expenses. It is a...
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How Much Should You Make Before Hiring a Financial Advisor?
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Blog
In the realm of personal finance, one question often stands out: ...
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How much money should I have saved to retire at 65?
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Blog
When it comes to financial planning, one of the most common quest...
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What are Financial Planning Tools?
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Blog
According to the National Institute on Retirement Security, resea...
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Self-Investing Versus Hiring a Financial Professional
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Blog
Self-investing is simply making your own investment decisions ins...
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Why is Financial Planning So Important?
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Blog
Introduction In today's uncertain economic landscape, comprehendi...
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Stagflation?
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Blog
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Crypto currency basics and risks - Ben Schlueter, FA
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Blog
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Act now to reduce your 2023 taxes - Marc Chamberlin, FA
04.20.2023
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Blog
If you’ve finished your 2022 tax returns, probably the last...
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