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What’s in the October WealthPoint Word Newsletter?

Check out Wealth Advisor Brie Black and President Brent Walker’s discussion on our most recent newsletter!

What’s in the July WealthPoint Word Newsletter?

Check out Wealth Advisor Brie Black and President Brent Walker’s discussion on our most recent newsletter!

Someone Using Your Identity to File Unemployment Insurance Fraud? If So, Here’s What to Do.

An unfortunate thing happened to one of our clients recently.  For privacy purposes, I will not use her real name but will instead refer to her as Donna.  Being the owner of a business, Donna is notified when an ex-employee files for unemployment benefits.  Depending on the nature of the business, this can be a […]

The Power of Gratitude

“The best way to create an optimistic world view is to practice gratitude on a daily basis.” – Shawn Achor.  I thought this quote was fitting given today’s environment.  For the folks who have not heard of Shawn, he is the CEO of Good Think, where he researches and teaches about positive psychology.  He has […]

Budgeting Helps You Accomplish Your Financial Goals

“Successful planners – those who stuck with their plans – achieved an average total net worth three times higher than those who didn’t plan.” -Charles Schwab Having a financial plan is crucial if you want to achieve your long-term goals. A large component of a financial plan is knowing how much money you can save […]

Congratulations Josh and Meredith!

Exciting personal news from WealthPoint: Josh and his longtime girlfriend Meredith recently got engaged! Many of you met Meredith at our 10-Year Anniversary celebration. You may also have seen her on Channel 13 here in Indianapolis where she works as a reporter. We are very happy for the two of them! Here is the story […]
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