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Current Blog Articles

Investment Advice and Controlling Your Cost

It is important to minimize unknown variables with investing. One variable that can be minimized is the cost you pay for investment advice. When reviewing someone’s investment statement, it is not uncommon that I discover that this investor may not know what fees they are paying. In fact, I would say this is quite common. […]

Industry Leading Financial Software

Fortitude Private Wealth has chosen eMoney Advisor to help our clients organize their financial life. By providing our clients a personal financial website, they are encouraged to collaborate with their financial advisor. They are also given the opportunity to monitor the progress of their financial accounts in real-time. The eMoney Advisor software is a value-added benefit […]

High Yield Bonds and Looking Ahead

I often receive phone calls or emails with the question, “What do you think the market is going to do next?” I cannot provide a definite answer to that question, but I do look at many different indicators to help get a sense of where the market may be headed. One of the main research […]

Independent Financial Research Powered by LPL Financial

LPL Research provides Fortitude Private Wealth with unbiased timely advice, in-depth performance reporting and analytics, and detailed commentary to support our decision making process for our clients. LPL Financial is an independent, objective resource that receives no compensation from internal asset management or investment banking services. This objectivity means that they help Fortitude Private Wealth […]

Diversification May Be a Valid Investment Approach in 2015

Diversification is a technique that may reduce risk by distributing your investments among various financial categories instead of putting your money all in one location. Diversification may be a valid investment approach in 2015, and may be one of the most important methodologies to reach your long-term financial goals. The chief investment officer for LPL […]

Why Maximize Social Security?

Why Maximize Social Security? Over the next 17 years, almost 70 million baby boomers will turn 62 at a rate of over 11,000 per day.¹ Most of these individuals have been conditioned by the media and the financial services industry to believe that Social Security should not be relied upon because it may not be solvent […]

What is a Donor-Advised Fund

What is a Donor-Advised Fund? A Donor-Advised Fund is a charitable giving vehicle administered by a public charity. It is created for the purpose of managing charitable donations on behalf of an organization, family or individual. A donor-advised fund offers the opportunity to create an easy-to-establish, low cost, flexible vehicle for charitable giving as an […]

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600 E Carmel Drive, Ste #159
Carmel, IN 46032
Phone: 317-819-8550

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor and separate entity from LPL Finanical.
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Fortitude Private Wealth, Level Four Advisory Services, LLC and LPL Financial are separate entities.
*No strategy assures success or protects against loss. Investing involves risk including loss of principal.