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  • T: 317.573.1777
  • F: 317.573.1799
  • TF: 800.259.0847
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  • F: 765.288.0380
  • TF: 888.797.3707
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  • Carmel Office
    11611 N Meridian St Ste 600 Carmel, IN 46032-7118 T: 317.573.1777 F: 317.573.1799 TF: 800.259.0847
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  • Muncie Office
    400 S Walnut St Ste 100 Muncie, IN 47305-2482 T: 765.288.0362 F: 765.288.0380 TF: 888.797.3707
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More exciting than it sounds: the Beige Book
The most human economic report has a name meant to be uninspired.
Economy & Policy
From a performance standpoint, it's been a summer to remember
8/27/2025
Raymond James Chief Investment Officer Larry Adam notes that most of the risk penciled in at the start of summer was erased as the season progressed.
Markets & Investing
Watch Video
Read
More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity
Will the market be ready when you are?
8/25/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Infographic: College-bound? A checklist to prepare students and parents
The last two years of high school are particularly important – for students and parents – when preparing for college.
Family & Lifestyle
Read
Equities and bonds post one of their best summers in recent history
8/22/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Monetary policy: Rules vs. discretion or a happy medium?
8/22/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Leveraging your IRA for charitable giving
How to make a meaningful impact with your RMDs.
Estate & Giving
Transitioning into adulthood
The financial and emotional investments parents make.
Family & Lifestyle
The new 'kids' on campus
Older adults reap the rewards of free education.
Family & Lifestyle
Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving
Always here for you
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  • Carmel Office 11611 N Meridian St Ste 600 Carmel, IN 46032-7118
  • T 317.573.1777
  • F 317.573.1799
  • TF 800.259.0847
  • Map & Directions
  • Map & Directions
  • Muncie Office 400 S Walnut St Ste 100 Muncie, IN 47305-2482
  • T 765.288.0362
  • F 765.288.0380
  • TF 888.797.3707
  • Map & Directions
  • Map & Directions
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