Insights

Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)

February 21, 2022

Dr. Matt Eckert has been practicing dentistry for the past 28 years. Together with his business partner Ryan Hart, Matt operates Downtown Dental, a practice honored by his long-term patients. Matt completed his undergraduate degree from Ball State University and completed his Doctorate of Dental Surgery degree at the Indiana University School of Dentistry. He is a member of several professional organizations, including the American Dental Association, the Isaac Knapp District Dental Society, and Andrews

Monday Morning “Fed Watching” and Other Thoughts on Inflation

February 17, 2022

Are inflation concerns getting to you? It can be unsettling to watch gas prices and the cost of weekly groceries go up, up, and up. Inflation can erode wage increases to the point that paying for anything from braces to electricity can become a stretch. Why is this happening and who is responsible? Some pundits and pontificators point the finger at the U.S. Federal Reserve. “The Fed” has a mandate for monetary policy commonly known

The Cost of Emotions in Financial Decisions

February 14, 2022

You might think that the hardest financial decisions are knowing which investments to pick, mitigating downside risk, or understanding how taxes might impact your returns. But there is one thing that can derail your investment portfolio even faster than poor investment choices and tax mistakes. That is the voice inside your head. On the surface, our daily thoughts and emotions may seem trivial. However, they can trick us into chasing after investments that don’t make

Executive Decisions – Discerning Good Professional Advice from Bad with Tom Schwyn (podcast)

February 14, 2022

Tom Schwyn is the Vice President of Global Legal Operations and GPO General Counsel at Whirlpool, one of the world’s leading kitchen and laundry appliances brands. Tom has an incredible career story, having joined Whirlpool as an electrical engineer back in 1987. As Vice President of the Legal Operations department, today Tom is tasked with mitigating risks, optimizing value, and promoting global collaboration across legal departments. He is planning to retire by the end of

Owner’s Corner – Creating a Solid Succession Plan with John Barce (podcast)

January 24, 2022

John Barce is the Owner and Partner at Barrett McNagny LLP, one of the oldest law partnerships in Indiana. John is a premier business attorney who focuses his practice on business transactions, federal & state taxation, and estate & business planning. He completed his JD at the Indiana University School of Law, where he graduated with Latin honors. Since 2016, John has been recognized and listed in the Best Lawyers of America publication. He is also a

How to Teach Kids About Money at Any Age

January 18, 2022

Teaching kids about money is just like developing good manners and strong work ethics. Effective money habits aren’t innate. They have to be shaped with intention, guidance, and knowledge, and they usually begin with the parents. The toughest part of teaching anything is that it is not enough to say all the right things. The right things should also be modeled. Kids are observant. Your behaviors, decisions, and attitudes with money will shape their relationship

Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)

Monday Morning “Fed Watching” and Other Thoughts on Inflation

The Cost of Emotions in Financial Decisions

Executive Decisions – Discerning Good Professional Advice from Bad with Tom Schwyn (podcast)

Owner’s Corner – Creating a Solid Succession Plan with John Barce (podcast)

How to Teach Kids About Money at Any Age

Podcasts

CIO Corner

Topics

Life Events

How can we help?

Let’s Talk

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Learn More

Who We Serve

What We Do

Insights

Contact us