Carmel Private Wealth Advisors

05/29/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

An important market shift is underway in developing economies.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Banana Ball stopped by locally as the Clowns made their return to playing baseball in Indianapolis against the Party Animals! Joyce and Garret were each lucky enough to be able to attend a game during the teams' visit. They experienced all the uniquely entertaining elements that Banana Ball has to offer, including the introduction of the Clowns mascot, Peanuts, who pitched during the game!

We hope more opportunities to see these Banana Ball teams in action come to Indy soon! It's truly unlike any other ballpark atmosphere.

05/21/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

05/20/2026

This week, Jimmy's daughter, Lyla, performed in her final choir concert of the school year. Watch and listen as she performs solo during the concert where she was once again voted as MVP for grade level!!

05/20/2026

Nickie and her husband, Mike, recently traveled to Michigan for opening weekend of the Tulip Festival. The trip was in celebration of their anniversary and though the weather tried its best, it couldn't keep them from all these wonderful views! These are just some of the beautiful tulips they saw over their weekend together!!

05/15/2026

Another successful event in the books! Thank you to all those who joined us for an absolutely wonderful evening at the ballpark with the Indianapolis Indians. We were fortunate for perfect baseball weather, double header gameplay, and being selected as the Lucky Group of the Day!

We're already looking forward to what fun next year's Indians game will bring!

05/12/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐