Coffee Talk 10/31/19 @ 9:00 a.m.

Technology has changed the way I do business. When I started (’86), no common internet, a dot matrix printer, DOS desktop computers, and no cell phones! Now, almost any investment information is readily available to not only advisors but the average investor. With this understanding, I have tried to create (with the help of elevateonlinestrategy.com […]

Your Future is Calling – Part 1

One thing for sure, it will be more expensive. What can you do to plan for the future? Investing involves risks including loss of principal.  No strategy assures success or protects against loss.

Workman & Associates is the sponsor for the day at the Cass County 4-H Fair. Stop by the sponsor table to sign a postcard to send to our troops overseas.    

OUTLOOK 2019

Research believes the following three themes will be key to the markets: Sustaining growth via fiscal policy. Research believes the ongoing impact of fiscal stimulus will be readily apparent in 2019 and that policy will continue to play an important role for the economy and financial markets—potentially extending the duration of the current business cycle. Creating […]

DAVID WORKMAN RECOGNIZED BY FORBES AS A TOP WEALTH ADVISOR

David J. Workman of Workman & Associates was recently ranked No. 22 in Indiana in the annual Best-In-State Wealth Advisors list published by Forbes.   According to Forbes, the annual list highlights over 2,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated based on a qualitative algorithm and quantitative criteria administered […]

Red Kettle Challenge

For many years, David Workman has headed up a Red Kettle Salvation Army Drive on the local radio station.  Although he is no longer on the radio, he still wanted to continue this tradition and will be supporting the Drive in a totally different format. This year’s Red Kettle Salvation Army Drive is called the […]