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Charles Schwab Bidding to Acquire TD Ameritrade

by the Storen Team | Nov 21, 2019 | Financial Planning, Retirement, Stock Market, Updates

Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Some of you may have heard Charles Schwab is bidding to acquire TD Ameritrade for $26 Billion. This deal is not completed and only a bid to purchase. We wanted to reach out to our clients and make...

Investing ahead of a recession: 5 mistakes to avoid

by the Storen Team | Sep 11, 2019 | Resources, Retirement, Stock Market

Blog by Brian Biggs, CPA – Storen Financial August reminded us that, in the short term, stock markets can make dramatic and unexpected swings up and down. We like the “ups” but the it’s the ‘”downs” that can scare us. We do not know what the future short term moves in...

Morningstar Conference and Market Thoughts

by the Storen Team | Jun 6, 2019 | Education, Retirement, Stock Market

Blog by Brian Biggs, CPA – Storen Financial Last month I attended a three-day conference for financial industry professionals hosted by the leading provider of independent investment research, Morningstar. Two well-known aspects of Morningstar’s research are the...

2019 Prediction: 25% Growth in Both DOW and S&P

by the Storen Team | Jan 4, 2019 | Resources, Stock Market

Earlier this week First Trust published their Monday Morning Outlook that contained an article from one of my favorite economists, Brian Wesbury. For 2019, Wesbury is predicting a 25% increase in the Dow as well as the S&P 500. These predictions are based on...

Keys to Prevailing Through Stock Market Declines

by the Storen Team | Jan 4, 2019 | Resources, Retirement, Stock Market

As 2018 came to an end, it was hard not to notice the historic volatility in the stock market.  In order to help address the question of what to do in this type of market environment, we would like to share an American Funds Investor Resource which discusses this...

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Storen Financial

Brownsburg Office:

660 Patrick Place
Brownsburg, Indiana 46112
Phone: 317.852.7000
Fax: 317.852.7070

Zionsville Office:

1120 W Oak St, Suite 200
Zionsville, Indiana 46077
Phone: 317.733.1000
Fax: 317.344.0903

Contact Info:

Toll-Free: 1.877.STOREN1
Storen@StorenFinancial.com

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Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, IN, KY, MD, MI, NC, OK, OR, TN & TX.