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 […]

MARKET VOLATILITY | March 6, 2020

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss. Past performance is no guarantee of future results.

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 […]

DISABILITY INSURANCE | February, 2020

David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation. This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it […]