Welcome to our Featured Profile on ValpoLife.com! On this profile and on our website, you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this information to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
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Interview with Bill Pendleton and Sam Barney
What brings you do Valpo?
Sam: I moved to Valpo in early 1999, where I found a house out in Shorewood Forest just west of downtown. Before I moved here, I really liked the neat downtown area with all of the historical buildings. I think Valpo's downtown has a cool tradition, you can walk around and see all the shops and businesses and there is a sort of historic feel to it.
Can you tell me a bit about your business?
Sam:In 2004, Billy and I started the Barney and Pendleton Financial Group in downtown Valpo. It was a great time to start a business, and Valpo made it a great place to build a busiess. There is always a positive attitude toward growing a business in town, and that's something I really enjoy.
In fact, we are currently trying to work with the city on upgrading some aspects of town. It pays to invest in th town, and their willingness to invest allowed us to help out. It makes you want to stay when you become invested in a city's future.
What about you, Bill? What is your relationship to Valpo?
Bill: I grew up here in town playing in the awesome Valparaiso Viking basketball tradition. So did my wife- she bleeds green. She went to school here, and when it came time to start a family, we wanted to be close to home. We wanted our kids to be in the Valpo school system, where my wife teaches.
What is it you love about Valpo?
Bill: I love the community feel in Valpo. Even as far as business goes, there is a good referral process and network of people. We wanted to be part of downtown with access to the local accountants and attorneys and be part of their business, and they wanted to be part of ours.
| Hours: | ||
| Monday: | 9:00 a.m. - 5:00 p.m. | |
| Tuesday: | 9:00 a.m. - 5:00 p.m. | |
| Wednesday: | 9:00 a.m. - 5:00 p.m. | |
| Thursday: | 9:00 a.m. - 5:00 p.m. | |
| Friday: | 9:00 a.m. - 5:00 p.m. | |
We are closed on Saturdays and Sundays.
Calculators
- This calculator is designed to help you clarify your comfort level with investment risk.
- Is your personal inflation rate higher or lower than the CPI?
- Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
- Estimate the maximum about of financing you can expect when you begin house hunting.
Newsletters
Higher Education Pays, But So Will You
- t’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.
Adding Stability in Volatile Times
- One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.
- During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.
Looking for an End to the IPO Drought
- Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.
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