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Spectrum Wealth Management
600 East 96th Street, Suite 130
Indianapolis, IN 46240
P: 317.663.5600
TF: 877.663.5601
F: 317.663.5610
smg@spectrum-mgmt.com
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Practical Insights from the Spectrum Team

The easiest way to get objective, expert perspectives on today’s most pressing financial topics.

Gifts + Estate Planning
BY Daniel Meiklejohn, JD, CPA, CFP®, CExPTM, Managing Director | Apr 17, 2024

My Estate Planning Documents Are Signed. What Now?

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Investing Weekly Market Insights
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Week In Perspective: April 15, 2024 – Stocks Startled By Inflation, Conflict

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Investing Weekly Market Insights
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Weekly Market Insights: April 8, 2024 – Fed Comments Stir the Pot for Stocks

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Education Cost Planning
BY Brian Short, CFP® | Apr 4, 2024

529 to Roth Rollovers

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Behavioral Finance
BY Tia Lee | CFP®, CTFA, Director of Wealth Planning | Apr 3, 2024

Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits

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Weekly Market Insights
BY Spectrum Wealth Management | Apr 2, 2024

Weekly Market Insights: April 1, 2024 – Stocks Narrowly Higher

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