The greatest investors I know all use time-tested principles and apply them rigorously in their activities.
Elizabeth Schlueter started out in Fort Wayne and rose through a series of promotions that landed her not on Wall
Street but in Indianapolis.
Another fact emerged during May. People became way too bearish. Surveys and market action both suggested a growing fear that
became almost everyone’s opinion.
Twelve investment firms agree to repurchase auction rate securities from Indiana clients for a total of over $370 million
to pay fines totaling more than $3.5 million.
Three Serbian players, two of whom spent time in the NBA, allege Carmel-based Worldwide Associates LLC mismanaged over $12
When we left, we were trying to imagine a few of the many obstacles Grace might have encountered as her initial investment grew into $7 million over 74 years.
At the very least, regulators need to get control of derivative trading—transactions need to be more transparent and carried
out on an exchange.
of the top advisers work for Merrill Lynch, and all but two live in Indianapolis.
A defense attorney and prosecutors have agreed to delay the trial on securities fraud charges of a former Indiana money manager
who tried to fake his death by jumping from a small plane before it crashed in Florida.
Indiana Court of Appeals agrees with lower court’s decision to appoint receiver to oversee finances of ex-wife of convicted
money manager Marcus Schrenker.
As PNC digests its acquisition of National City Corp., it probably is pulling out the stops to protect the lucrative customers
from being lured away by competitors.
Agreement accelerates Stifel’s repayment of $54 million in auction-rate securities sold to 142 Hoosier investors.
The market often stays wrong much longer than the early investors stay solvent.