David J. Workman of Workman and Associates, Inc. Recognized as One of LPL Financial’s Top 1% of Financial Advisors
Logansport, IN [March 1, 2024] – David J. Workman, AIFR a financial advisor at Workman and Associate, Inc. in Logansport, today announced that his achievements have been recognized with inclusion in LPL Financials’ Summit Club* for 2024. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial […]
Announcing the Transition of Ownership for Workman & Associates
Dear Valued Clients and Community Members, I’m pleased to announce that as of January 1, 2024, I have entered into a business buyout agreement with Matt Jennings. He will be transitioning into the position of majority owner and primary financial advisor for Workman & Associates. Beth and I are thrilled to have found someone who […]
DAVID J. WORKMAN RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR
Logansport, IN — February 23, 2021 – David Workman of Workman & Associates was recently ranked No. 29th in Indiana in the 2021 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based […]
Budgets and Wills | August 17, 2020
Dave’s Investment Philosophy – Part 4 | May 15, 2020
Watch all 4 videos of “Dave’s Investment Philosophy” to learn how to become a better investor.
SPECIAL NOTICE
Due to Indiana State guidelines, our office is closed to the public effective Tuesday, March 24th. You may contact us by phone (574-722-4222), text (574-722-4222), email (see Our Staff tab on website), and regular mail. Staff will be available Monday through Friday, 8AM to 5PM.
Notice to Clients – Monday, March 16, 2020
Based on the information currently available and recommendations from multiple sources, our office will be closed to in-person business for two weeks starting Monday, March 16th and re-opening Monday, March 30th unless conditions would warrant differently. This extraordinary event is asking all of us to make decisions that will help slow down the spread of the […]
We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe. This event, first and foremost, has all of us focused on the safety and health of our families, […]
CORONAVIRUS AND THE MARKETS
“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of February brought a historic stock market sell-off, with the S&P 500 Index moving from an all-time high to a 10% correction in […]
DAVID WORKMAN RECOGNIZED IN FORBES AS A 2020 TOP WEALTH ADVISOR IN INDIANA
David Workman of Workman & Associates was recently ranked No. 19th in Indiana in the 2020 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and […]