• Paying for college has been the theme of this important series using a three-prong approach. First is saving for college using accounts like the 529. If you have seen any recent news on the topic, you likely have a fundamental understanding of how this account works. This step also uses other savings vehicles. The second […]

    Nathan Carmany
  •   Stock Market Volatility 1. with the recent price swings you be getting a little scared of the markets and wonder if another 2008 is upon us. 2. we do not know for sure but let’s review a few a things. – The large point drop in the DOW of nearly 1600 points was large […]

    Nathan Carmany
  • The traditional investing world is shrinking as younger workers face the hurdle of saving for retirement, servicing student loans, buying homes, and starting families. The shrinking isn’t in the number of available choices (like mutual funds or exchange traded funds) but in the number of publicly traded stocks. The number of publicly traded companies decreased […]

    Nathan Carmany
  • Helping GenX parents plan for college and retirement. 317-805-0840, ncarmany@thewatermarkgrp.com Topics: Investment Performance 1. Performance vs. Achieving an Objective 2. When to focus on performance 3. When to focus on the objective Learn more about investing.

    Nathan Carmany
  • Helping GenX parents plan for college and retirement. 317-805-0840, ncarmany@thewatermarkgrp.com Topics: Overconfidence With Finances and Sailing 1. How we get ourselves into trouble 2. Common financial moves 3. Get help This post compares a day out on the water sailing to common experiences people encounter with their financial lives.  The root for many of these […]

    Nathan Carmany
  •   Socially Responsible Investing + Planning = Better World Feats of Financial Engineering Topics: 1. Transferring Credit Card Debt 2. Increasing Portfolio Risk 3. Letting Your Gains Run 4. Borrowing Money to Make Money What more information on risk management?  Check out this article.

    Nathan Carmany
  • I help Purdue faculty make the most of their benefits and 403(b) retirement plan. Contact Information: ncarmany@thewatermarkgrp.com, 317-805-0840 TOPICS 1. Isaac Newton 2. Stock bubbles 3. Cognitive Dissonance

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  • Gain insight on how to make your portfolio more tax efficient.

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  • Contact Information: ncarmany@thewatermarkgrp.com, 317-805-0840 TOPICS 1. Taxes 2. Estate Planning 3. Investing and retirement 4. Insurance and risk management

    ncarmany
  • I help Purdue faculty make the most of their benefits and 403(b) retirement plan. Contact Information: ncarmany@thewatermarkgrp.com, 317-805-0840 TOPICS How many seconds is one year of your investing career in terms of a college basketball game?

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