Financial Enhancement Group: Indianapolis, Indiana

Critical Element of the Week: Legacy Planning
This Week's Focus: Things To Consider When Receiving An Inheritance

https://bit.ly/4hOMlrx

Elements in Focus - November 15, 2024
Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF®

Things To Consider When Receiving An Inheritance Critical Element of the Week: Legacy PlanningThis Week's Focus: Things To Consider When Receiving An InheritanceElements in Focus - November 15, 2024Presente...

Topics this week include:
- Yield Curve Inversions & Recessions
- Q3 Earnings Results & Forecasts

https://bit.ly/4fO3oZ0

November 14th, 2024

Presented by Adam Harter, CFA® and Andrew Thrasher, CMT®

Inverted Yield Curves & Recessions Topics this week include: - Yield Curve Inversions & Recessions- Q3 Earnings Results & ForecastsNovember 14th, 2024Presented by Adam Harter, CFA® and Andrew ...

📢 Office Closed Friday, November 15th for Annual Planning Day! 📢

To our valued families, please note that our offices will be closed on Friday, November 15th as our team gathers for our annual planning day! This day allows us to reflect, strategize, and ensure we’re continually providing the best possible service to each of you.

We will reopen with normal hours on Monday, November 18th. Thank you for your understanding, and we look forward to serving you even better in the coming year! 😊

🎉 Happy First Work Anniversary to Michele at FEG South! 🎉

Michele's dedication to building lasting relationships and helping families achieve their financial goals shines through in everything she does.

We are beyond grateful to have Michele on our team, and we know that this is just the beginning of all the wonderful things to come. Thank you, Michele, for all your hard work, and we look forward to seeing what the future holds as you continue to grow with us in our Georgia office!

Here’s to many more years of success together! 🌟

This Week's Two-Minute Financial Insight: Understanding Long-Term Care Insurance: Protecting Your Assets and Legacy

https://bit.ly/3O3yz6V

Article authored by Dean Huddleston

November 11, 2024

Understanding Long-Term Care Insurance: Protecting Your Assets and Legacy Long-Term Care came into existence in the late seventies. These policies were sold as nursing home insurance and primarily

We are thrilled to congratulate Chris, one of our dedicated paraplanners at Financial Enhancement Group, on his incredible achievement of passing the Series 65 exam! 🎉 Your hard work and commitment have truly paid off, and we’re so proud of you for taking this important step toward your future.

Chris's dedication to helping families reach their financial goals has already made him a valuable member of our team. With this license, he’s now even better equipped to deliver qualified service and support to our families!

We’re excited to see all that you’ll accomplish as you continue to grow. Here’s to many more successes and a bright future ahead! 🌟

Critical Element of the Week: Risk Management & Life Happens
This Week's Focus: Long Term Care - What is Out There Anymore?

https://bit.ly/3UI8EFu

Elements in Focus - November 8, 2024
Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF®

Long Term Care - What is Out There Anymore? - November 8, 2024 Critical Element of the Week: Risk Management & Life HappensThis Week's Focus: Long Term Care - What is Out There Anymore?Elements in Focus - November 8, 202...

🎉 Happy Birthday to one of our wonderful Financial Advisors, Daren! 🎉

Your positive energy and upbeat attitude light up the office and make such a difference to the entire team. Whether you are helping families plan for their future or simply bringing a smile to everyone’s face, you always find a way to make the day brighter.

Your commitment to excellence and genuine care for others sets you apart, and we are so grateful to have you on the team. On your special day, we wish you nothing but the best—lots of joy, laughter, and all the things that make you happiest. May this year bring you even more success, fulfillment, and good times! 🎂🎈

Topics this week include:
- Section 351 Exchange
- Year-End Equity Performance in Election Years
- The Stock Market Doesn't Care Who Is President

https://bit.ly/4hRMsD5

November 7th, 2024

Presented by Adam Harter, CFA® and Andrew Thrasher, CMT®

Year-End Election Market Performance Topics this week include: - Section 351 Exchange- Year-End Equity Performance in Election Years- The Stock Market Doesn't Care Who is PresidentNovember 7th, ...

🎃 Pumpkin Carving Contest! 🎃

Our team at Financial Enhancement Group got into the Halloween spirit and carved some amazing pumpkins! Now, we need your help to choose a winner! Take a look at each pumpkin in the photos and let us know your favorite by commenting with the number below. 🧡

The pumpkin with the most votes will be crowned the winner, so make sure to cast your vote! 👻

Let the voting begin – we can’t wait to see which one you love the most! 🎉

This Week's Two-Minute Financial Insight: Exploring Alternative Investments: A Comprehensive Guide

https://bit.ly/4eeKlpy

Article authored by Jamie Burton

November 4, 2024

Exploring Alternative Investments: A Comprehensive Guide In recent years, alternative investments have gained popularity among investors looking to diversify their portfolios beyond traditional

Humbled and proud. It has been a true honor to serve so many families.

🎉🎉 Celebrating 27 Incredible Years with Don and Joe! 🎉🎉

Today marks a remarkable milestone as we celebrate 27 years since Don and Joe founded Financial Enhancement Group. Congratulations to both of you for your unwavering dedication over the years.

Your consistent embodiment of our core values—caring, committed, collaborative, driven, and adaptable—has been a guiding light for our team. Your leadership and vision have shaped our journey and continue to inspire us every day.

Here’s to celebrating 27 years of success, growth, and making a difference. Thank you for everything you’ve done and will continue to do!

Critical Element of the Week: Investment Playbook
This Week's Focus: The Case For Alternative Investing - What Options Do You Have?

https://bit.ly/3C9AmVq

Elements in Focus - November 1, 2024
Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF®

The Case For Alternative Investing - What Options Do You Have? - November 1, 2024 Critical Element of the Week: Investment PlaybookThis Week's Focus: The Case For Alternative Investing - What Options Do You Have?Elements in Focus - Novembe...

🎉🎉 Celebrating 27 Incredible Years with Don and Joe! 🎉🎉

Today marks a remarkable milestone as we celebrate 27 years since Don and Joe founded Financial Enhancement Group. Congratulations to both of you for your unwavering dedication over the years.

Your consistent embodiment of our core values—caring, committed, collaborative, driven, and adaptable—has been a guiding light for our team. Your leadership and vision have shaped our journey and continue to inspire us every day.

Here’s to celebrating 27 years of success, growth, and making a difference. Thank you for everything you’ve done and will continue to do!

Topics this week include:
- Balanced Portfolio vs. Inflation
- Historical Returns
- GS Forecast For 10yr Returns
- Equal vs. Cap Weight

https://bit.ly/4hskkWz

October 31st, 2024

Presented by Adam Harter, CFA® and Andrew Thrasher, CMT®

Forecasted Market Returns vs. History - Your Market Update on October 31st, 2024 Topics this week include: - Balanced Portfolio vs. Inflation- Historical Returns- GS Forecast For 10yr Returns- Equal vs, Cap WeightOctober 31st, 2024Present...

This Week's Two-Minute Financial Insight: Key Considerations for Year-End Tax Planning

https://bit.ly/3NyYkf5

Article Authored by Aaron Rheaume, CKA®

October 28, 2024

Key Considerations for Year-End Tax Planning Year-end tax planning plays a crucial role in optimizing your retirement savings and minimizing tax liabilities.

Critical Element of the Week: Tax Planning
This Week's Focus: Year End Tax Planning Is Upon Us - What Should You Do to Prepare

https://bit.ly/4eZ5pBK

Elements in Focus - October 25, 2024
Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF®

Year End Tax Planning Is Upon Us - What Should You Do to Prepare - October 25, 2024 Critical Element of the Week: Tax PlanningThis Week's Focus: Year End Tax Planning Is Upon Us - What Should you Do to PrepareElements in Focus - October 25, ...