Josh Bentz, CFP

Investors are always learning! Some reminders from so far this year:

1) If there's a definition for it, it's probably pretty common
2) Big ups and downs in the market are usually clustered together
3) It pays to be diversified

Read more:

Three Lessons from this Year's Stock Market - Financial Planning | Certified Financial Advisor in Carmel, Indianapolis, IN It’s no secret that the stock market has performed poorly so far this year. As I write this the S&P 500 is down about 9% year-to-date, after having been down as much as ~23% earlier in the year. As with any stock market decline there has been a lot of emotion and fear expressed, but […]

Everyone is curious about how their taxes might change going forward. Check out this quick summary of some possible proposed changes and what you might be able to do about them.

Tax Outlook for the Biden Administration: 2021 and Beyond - Financial Planning | Financial Advisor | Carmel | Indianapolis The 2020 election is finally past us, and while many people still have a lot to say on the matter, the reality is this: we have a new party in the White House and in control of Congress. Naturally, with a significant shift like this, people want to know what’s going to change and how they will [.....

💻 WEBINAR
🗣 INVESTING - HOT BUTTON ISSUES
📅 TODAY, 9/17
⌚ 3:00 PM EST

If you have any questions or curiosity about investing in today's environment then you won't want to miss this! This webinar is open to anyone and everyone. Sign up below:

Welcome! You are invited to join a webinar: Will History Repeat Itself? A Look at Today’s Investment Landscape. After registering, you will receive a confirmation email about joining the webinar. Weston Wellington, Vice President at Dimensional Fund Advisors, joins WealthPoint Advisors to discuss the current state of the market, possible effects of the upcoming election, fallout from the pandemic and government stimulus, and more. There will be plenty of opportunity for Q&A during the webina...

Back by popular demand...we are hosting another webinar!

Next Thursday 9/17 at 3pm we'll be hosting Weston Wellington of Dimensional Fund Advisors to discuss some of the things going on in the world today and the impact they might have on your investments. We also have plenty of time set aside for Q&A, so bring your questions if there's been anything on your mind lately.

I've heard Weston speak before and he is EXCELLENT. He has a very unique perspective that you won't get from anyone else. You won't want to miss this opportunity to hear him and have him answer your questions!

Sign up below:

Welcome! You are invited to join a webinar: Will History Repeat Itself? A Look at Today’s Investment Landscape. After registering, you will receive a confirmation email about joining the webinar. Weston Wellington, Vice President at Dimensional Fund Advisors, joins WealthPoint Advisors to discuss the current state of the market, possible effects of the upcoming election, fallout from the pandemic and government stimulus, and more. There will be plenty of opportunity for Q&A during the webina...

You might be passionate about politics, but it's important to think long and hard before making any investment decisions based on the upcoming election.

What History Tells Us About Elections and the Market Dimensional's Mark Gochnour and Jake DeKinder offered lessons from history in a recent webcast.

Webinar starting in just over an hour! If you are uncertain about your investments, or just want to learn more, this is for you:

https://dimensional.zoom.us/webinar/register/WN_c7uaBqz7RNyZrfPFzAGSPw

Welcome! You are invited to join a webinar: Navigating Turbulent Markets: What Investors Need to Know. After registering, you will receive a confirmation email about joining the webinar. Apollo Lupescu, PhD, Vice President of DFA, joins WealthPoint Advisors to discuss the recent turbulence in the market, how the COVID-19 pandemic impacts your investment plan, and what action to take going forward. Dimensional Fund Advisors LP is an investment advisors registered with the Securities....

For anyone who has been thinking about their investments lately, or anyone who is just generally curious about the markets: we are hosting a webinar tomorrow with a special guest speaker from Dimensional Fund Advisors.

We will cover the impact of the COVID-19 pandemic on the investment landscape and discuss some possible actions you can take.

This will be a great opportunity to hear from a unique perspective that we do not normally get! Anyone is free to tune in. Info below:

Welcome! You are invited to join a webinar: Navigating Turbulent Markets: What Investors Need to Know. After registering, you will receive a confirmation email about joining the webinar. Apollo Lupescu, PhD, Vice President of DFA, joins WealthPoint Advisors to discuss the recent turbulence in the market, how the COVID-19 pandemic impacts your investment plan, and what action to take going forward. Dimensional Fund Advisors LP is an investment advisors registered with the Securities....

Quite a decade for investors...a good reminder that most short-term uncertainty is just noise. Here's to the next ten years and beyond!

The 2010s: A Decade in Review It was 10 years of economic uncertainty, political upheaval, and technological disruption—and global stocks more than doubled in value.