Broker Check

Lafayette Office

133 North 4th Street

Suite 501
Lafayette, IN 47901

Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

Featured Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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