Investment Resources

Investment Videos

Investment Videos

Join host Steve McDonald as he sits down with top insiders to discuss today’s most relevant investment topics. Here are the latest videos:

More Investment Videos

Asset Allocation Model

Asset Allocation Model

Proper asset allocation means you can sleep better – knowing that the daily fluctuations of the market will have little impact on your financial security.

It’s critical to building your long-term financial health and it forms the foundation of our philosophy.

More About Asset Allocation

Investing Books

Investing Books

Whether you’re a seasoned pro or taking a serious look at your money for the first time, our favorite investing books can immediately take your investment knowledge to the next level.

Go to the IU Bookstore

Upcoming Conferences

Upcoming Investment Conferences

The famed economist, investment analyst, author, Ben Franklin impersonator, and investment conference attendee, Mark Skousen, said it best:

“I firmly believe I’m a better economist and financial advisor by attending conferences and hearing what others have to say. In fact, I would argue that YOU will be a better investor by attending financial conferences too.”

Learn More

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