ValpoLife default share image
portagelife logo laportecountylife logo nwindianalife logo Share good news

Marc Ruiz of Oak Partners, Mind on Money: Think Twice About a Second Home

Marc-Ruiz

While the stock market has been going choppily sideways, it remains near all-time highs. Unemployment is at historical lows, wages are starting to rise, bank savings are actually starting to generate a bit of interest, and the tax cut has started to make a difference in the wallets of many Americans.

Read more



Forbes Names 1st Source ‘Top-Ranked Bank Headquartered in Indiana


rot3Forbes partnered with market research firm Statista to produce their first-ever survey to review the best-in-state banks and credit unions. Results showed that 1st Source Bank is the top-ranked bank headquartered in Indiana. The survey included opinions from 25,000 U.S. respondents across the United States. Banks and credit unions were rated on overall recommendations and satisfaction, as well as five subdimensions: trust, terms and conditions, branch services, digital services, and financial advice.

Read more



Oak Partners Hosts Annual Dunes Nature Walk to Engage, Inform Clients

Oak-Partners-nature-Hike-2018-01

On Friday morning, Oak Partners and their clients gathered at Dunes State Park for their annual Dunes Nature Walk. Excited for the activities, the group absorbed the beautiful nature that the Region offers while learning more about Oak Partners' exceptional services. Oak Partners has specialized in wealth and retirement planning for over 25 years, but their services provide more than one can imagine. The events that Oak Partners host annually show the level of commitment and trust that this company continually provides.

Read more



Marc Ruiz of Oak Partners, Mind on Money: Make Updating Your Insurance a Regular Activity

Marc-Ruiz

My very first clients have long ago retired to Naples, Florida. They are kind and adventurous and after 24 years together I consider them the dearest of friends.

Read more



General Insurance Services: Why You Need EPLI Insurance

General-Insurance-Services-Why-You-Need-EPLI-Insurance

These days, talk of sexual harassment is practically everywhere – from Hollywood to Wall Street. People are generally becoming more aware of what constitutes harassment and that makes employers extremely vulnerable.

Read more



General Insurance Services: Top 10 OSHA Violations in 2017

General-Insurance-Services-Top-10-OSHA-Violations-in-2017

Although every business has unique workplace hazards, many businesses also share common pain points that threaten employee safety and can lead to costly OSHA violations. OSHA recently released its 10 most frequently cited violations during its fiscal year 2017, which started in October 2016 and ended the following September.

Read more



Local Couple Enlists Lakeside Wealth Management to Give Back

Lakeside-Wealth-Legacy-Planning

Lakeside Wealth Management has long been committed to charitable giving. This dedication to community is ingrained in the culture at Lakeside, so when two of their clients, Frank and Sharon, came to them with the plan to donate much of their legacy to a collection of charitable organizations, Lakeside knew this was a story worth sharing.

Read more



General Insurance Services: Small Companies Can Self-Fund Too

General-Insurance-Services-Small-Companies-Can-Self-Fund-Too

Think your company is too small to self-fund your health insurance plan? Well think again.

I actually have a client that self-funds with only six employees. Granted, the process is somewhat different than it would be for the big guns, like General Electric or American Airlines. But for most companies, it’s a path to better controlling your health care costs and keeping your employees healthier.

Read more



Marc Ruiz of Oak Partners, Mind on Money: Global Debt Level Raises Concerns

Marc-Ruiz

The International Monetary Fund, or IMF, conducted its 2018 spring meeting in Washington, D.C. last week. The meeting was accompanied by some high profile interviews with IMF Managing Director Christine Lagarde.

Read more



Horizon Bancorp Announces Record Quarterly Earnings in 2018

Horizon-Large-2017

Horizon Bancorp (“Horizon” or the “Company”) today announced its unaudited financial results for the three-month period ended March 31, 2018.

Read more



Record Quarterly Earnings at 1st Source Corporation, Company Grows to Over $6 Billion, Increase in Cash Dividend


rot31st Source Corporation (NASDAQ: SRCE), parent company of 1st Source Bank, today reported a record high net income of $19.12 million for the first quarter of 2018, an improvement of 17.96% compared to $16.21 million reported in the first quarter a year ago. Income before taxes was $25.00 million compared to $24.92 million in the first quarter of 2017. The pretax income comparison was positively impacted by increased net interest income of $6.81 million primarily due to rising lending rates, higher average loan and lease balances and the recognition of a $0.62 million unaccreted purchase discount from an early loan payoff. These positives were offset by a $2.79 million increase in the provision for loan and lease losses to support loan and lease growth and a $4.44 million rise in noninterest expense. Non-recurring first quarter 2018 costs were approximately...

Read more




1   2   3   4   ... Last