Our select insights on building, managing, and preserving your wealth;

and dealing with life’s transitions — planned and unplanned.

  • Inflation and IPO’s

    From the desk of

    I wanted to share some perspectives on current developments driving markets and what they mean for your portfolio, since there are many moving parts. Overall, the stock market has…

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  • Complexity isn’t always better…

    From the desk of

    Technology and AI are changing the way business is done, in just about every profession. What used to take hours, now may take just a few minutes, but are…

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  •  How you do everything…

    From the desk of

    During a recent meeting with a long-time client, of 20 years, we were catching up on life, family, his business, the market, and recent events. We began discussing IU…

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  • A Strange Night at Assembly Hall

    From the desk of

    The fire alarm went off mid-game. Everyone stayed calm. The Hoosiers won anyway. Sound familiar? It was a strange Tuesday night at Assembly Hall. A fire alarm. An evacuation.…

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  • Focus on What Matters

    From the desk of

    Elections. Inflation. Market swings. It’s easy to get caught up in the noise. Here’s what actually matters. When headlines are loud and speculation is running high, the temptation is…

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  • Transitions of Life

    From the desk of

    Jeremy Jeffers, wealth advisor at Teders Quackenbush, reflects on a year of transitions — the joyful kind and the kind nobody asks for.

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  • It’s Never a Bother, It’s an Honor and Privilege

    From the desk of

    Have you ever held back from calling your financial advisor over something “small”? You’re not alone. Clients do it all the time. They assume that if it’s not about…

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  • New Year’s Resolutions

    From the desk of

    Why do most New Year’s resolutions fail — and what does that have to do with your investments? Every January, the gym gets crowded. Every March, not so much.…

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  • INDY Racing and Investing

    From the desk of

    What does the Indy 500 have to do with your financial future? With race day just around the corner, Chad Teders draws a parallel between what it takes to…

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  • Surprising Similarities: What Volleyball Taught Me About Financial Planning

    From the desk of

    What does setting a volleyball have to do with managing your money? More than you’d think. As her internship wraps up and she heads back to campus, Bailey shares…

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Contemplating Your Next Chapter?

Whether you’re approaching retirement, planning business succession, or navigating a major transition, let’s explore how we might work together.