Insights
Plain answers to real money questions.
Short, readable pieces on the questions clients and neighbors actually ask us — what to do with an old 401(k), how to judge an advisor (including us), what a fair fee looks like, and what “watched daily” really means. No jargon, no predictions, no hype.
The Monday Brief
The Monday Brief
This week’s Monday brief · 9 min — what happened, what’s ahead, what we’re watching
From the archive
From the archive
What "watched daily" actually means
Most portfolios get reviewed once a quarter, if that. Here's what it looks like when every holding gets rechecked every market day — and why we run our practice that way.
What a fair fee actually looks like
Three ways we charge, why there are three, and the questions that tell you whether any advisor's fee — ours included — is fair for what you're getting.
The 401(k) you left behind: four options, plainly
You changed jobs and the old 401(k) is still sitting there. Here are the four things you can do with it, and the honest trade-offs of each.
How to vet a financial advisor (including us)
A working checklist for choosing an advisor in Northwest Indiana or anywhere else — the records to pull, the questions to ask, and the answers that should worry you.
Find out what overwatch feels like.
Book thirty minutes, or start the Test Drive. No preparation needed on your end.
Rensselaer, Indiana
212 South Van Rensselaer Street, Rensselaer, IN 47978
Serving Northwest Indiana and clients in 9 states