Kotys Wealth Professionals in Valparaiso operates with one goal in mind: making financial strategies and decisions that seek to meet the needs and goals of each individual client. Kotys Wealth Professionals offers a range of financial services in both the personal and business sectors, and the four key steps that inform the way they operate are to evaluate, plan, grow and preserve their client’s wealth.
As guests arrived at the Lighthouse Restaurant in Cedar Lake Wednesday evening, they were greeted by the friendly faces that make up Oak Partners, a glass of wine, and a scenic view of the lake outside. The special guest for the evening was economist Robert Stein, who is currently the Deputy Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, Illinois.
For Oak Partners Inc., the fall season represents a busy time for the Northwest Indiana-based wealth and retirement planning corporation. Each year, the season is filled with events and client-centered social engagements that grant partners, advisors, and employees the opportunity to better know their clients and their families.
Economics is the very heartbeat of the American Dream. From small businesses to city governments, the ability for them to thrive is paramount to fulfilling that dream for anyone in America. We have a unique advantage in our country, in that anyone can start from nothing and build a business around themselves. It is this upward mobility that beckons to people across the globe that want to come to America. So a study of the state of the economy is vital in ensuring that it continues to not only thrive, but grow, so that others can share in that dream that we all aspire to join.
As the warmth of summer gives way to the beauty of autumn, our Lakeside portfolio management team felt this was a good time to reflect on the current investment environment. As of the end of August 2017, this has been a solid year for investors thus far. Global equity markets have posted strong returns since the beginning of the year, and the U.S. bond market is also positive for the year.
Throughout Northwest Indiana there are some truly great banking, finance, and wealth management experts who offer their clients the service and satisfaction that set them above many other companies in the region.
For those general questions floating around the law, the team at CCSK are here to help. Their blog, found on their website here, is constantly updating with new tips and articles on how to stay above water when it comes to the law. You can read those blogs here, but for more information check back to their website!
Marc Ruiz of Oak Partners: Mind on Money: ABLE Offers Financial Stability for Children With Special Needs
In 2014, the Federal Government passed the Achieving a Better Life Experience Act (ABLE). This new law was actually an extension of the 529 college savings laws. It allowed money to be held for a disabled child’s use without adversely affecting eligibility for some of the benefits available to these children and young adults under Social Security and Medicaid.
Horizon Bank’s Wolves & Slicer Branches Promoting Financial Literacy and Rewarding Students Who Open New Checking Account
For Horizon Bank, educating high school students across Northwest Indiana about finances and banking is an important part of their mission to anticipate and fulfill customer needs with exceptional service and sensible advice.