Forman Investment Services

10/13/2026

Wrigley takes his job of office security very seriously!

10/08/2026

Mornings roll around quickly! ☕️How does our team fuel up for the day?

10/02/2026

Cindy & Maggie were so excited to support Isaiah 117 House Bartholomew County IN for their fundraiser luncheon this week!

Isaiah 117 House provides physical and emotional support in a safe and loving home for children awaiting foster care placement. They are currently in the process of raising funds to bring a location to Bartholomew County to help change the way foster care begins in our community. ❤️

10/01/2026

A Trump Account should not replace a well-designed 529 when education is the goal. Think of it as a second layer of long-term family wealth.

Want to learn more about how to take advantage of a Trump Account? View our Trump Accounts Whitepaper under the Young Investors tab at https://formanis.com/resources/

09/29/2026

Exciting news for Raymond James!🏌🏼‍♂️
Under a multi-year agreement that begins in 2027, Raymond James will be the title sponsor of the longtime Greensboro-area PGA TOUR event: GO by Raymond James.
The PGA TOUR announced it will become a Championship Series event in 2028: https://go.rjf.com/4ziRYY0

09/28/2026

Did you know we offer tax planning services? See how proactive tax planning can fit into your overall financial plan—and reach out to our team to learn how we can help.

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09/23/2026

Tax changes don't have to create stress.
With the right plan, they can create opportunity. 💡

Learn more about how building a plan is powerful so future changes don't catch you off guard.
Read the blog here: https://formanis.com/what-do-higher-tax-rates-mean-to-you/

09/21/2026

Babies come with a lot of firsts… including, potentially, their first investment account. 👶

Trump Accounts are a new option designed to give children an early start on investing—and some babies may even qualify for a $1,000 contribution from the U.S. Treasury.

Here's what parents and grandparents should know 👇
https://formanis.com/trump-accounts

09/18/2026

Our office lobby is always stocked with water, coffee, and treats for you to enjoy.
And don't forget to take a treat home for your dog—Wrigley loves sharing his favorite snacks, too! 🐾

09/15/2026

Help us wish a happy birthday to our favorite four-legged coworker, Wrigley! 🐾🎉

Thanks for keeping the office safe from squirrels and delivery trucks, attending staff meetings, and always being available for treats. We hope your day is filled with plenty of belly rubs!