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McLaughlin Asset Management | Investment Advisor • Lafayette, Indiana

What’s an RIA? Select the Right Advisor. What’s an RIA? Select the Right Advisor. What do we do? McLaughlin Asset Management, Inc. (MAM) is an independent Registered Investment Advisor Firm (RIA). We provide wealth advisory services, and specialize in portfolio management for individuals, charitable organizations and family trusts, including:. Financial Planning: establishing objectives, tailoring assets to objectives, coordinating asset allocation to time frame, tracking net worth. Long-term relationshi...

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McLaughlin Asset Management | Investment Advisor • Lafayette, Indiana | maminvesting.com Reviews

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What’s an RIA? Select the Right Advisor. What’s an RIA? Select the Right Advisor. What do we do? McLaughlin Asset Management, Inc. (MAM) is an independent Registered Investment Advisor Firm (RIA). We provide wealth advisory services, and specialize in portfolio management for individuals, charitable organizations and family trusts, including:. Financial Planning: establishing objectives, tailoring assets to objectives, coordinating asset allocation to time frame, tracking net worth. Long-term relationshi...

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2 ryan mclaughlin

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McLaughlin Asset Management | Investment Advisor • Lafayette, Indiana | maminvesting.com Reviews

https://maminvesting.com

What’s an RIA? Select the Right Advisor. What’s an RIA? Select the Right Advisor. What do we do? McLaughlin Asset Management, Inc. (MAM) is an independent Registered Investment Advisor Firm (RIA). We provide wealth advisory services, and specialize in portfolio management for individuals, charitable organizations and family trusts, including:. Financial Planning: establishing objectives, tailoring assets to objectives, coordinating asset allocation to time frame, tracking net worth. Long-term relationshi...

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McLaughlin Asset Management | Investment Advisor • Lafayette, Indiana – Donald McLaughlin

http://maminvesting.com/donald-mclaughlin

What’s an RIA? Select the Right Advisor. What’s an RIA? Select the Right Advisor. Graduated from Northern Illinois University. Donald started his career with Old Second National Bank in Aurora, IL as Portfolio Manager and Equity Issue Analyst Accepted position as Head of Trust Department at Farmers and Mechanics Bank in 1979. Employed from 1983 2003, Don was with First National Bank of Danville. Hired as head of Trust Department and Chief Investment Officer.

2

McLaughlin Asset Management | Investment Advisor • Lafayette, Indiana – FAQs

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What’s an RIA? Select the Right Advisor. What’s an RIA? Select the Right Advisor. Why is Tax-Loss Harvesting important to consider? Even the best portfolio managers cannot avoid losses; however, you may be able to use these losses to lower your tax bill while maintaining a similar investment objective or strategy going forward. By realizing the $26,000 capital loss you:. Not tax or legal advice. We are not licensed CPAs. If you need tax advice you should personally consult a CPA regarding your sp...Many ...

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McLaughlin Asset Management | Investment Advisor • Lafayette, Indiana – Select the Right Financial Advisor

http://maminvesting.com/select-the-right-financial-advisor

What’s an RIA? Select the Right Advisor. What’s an RIA? Select the Right Advisor. Select the Right Financial Advisor. If you do not have a high comfort level with answers to the following questions, you may want to explore further:. Are they a fiduciary to YOU? Do they act in your best. How important are you to them? Do they currently manage? Do they understand YOUR goals and YOUR financial needs? Do they provide a cost-effective approach? Mutual funds, do total expenses exceed 2%? Will I enjoy this rela...

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McLaughlin Asset Management | Investment Advisor • Lafayette, Indiana – Our Investment Approach and Strategies

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What’s an RIA? Select the Right Advisor. What’s an RIA? Select the Right Advisor. Our Investment Approach and Strategies. McLaughlin Asset Management’s success in investing is achieved through a disciplined, long-term investment approach. All portfolios are managed to match specific client needs and goals. No one client is the same; therefore, our main priority is to work closely with each client to understand investment objectives and develop appropriate investment policy. All of these steps are modifie...

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McLaughlin Asset Management | Investment Advisor • Lafayette, Indiana – Ryan McLaughlin

http://maminvesting.com/ryan-mclaughlin

What’s an RIA? Select the Right Advisor. What’s an RIA? Select the Right Advisor. Graduated from Eastern Illinois University, Lumpkin School of Business. Ryan has been in the investment business since 2001. He started his career with First National Bank of Danville as Assistant Portfolio Manager and Manager-In- Training. He. Assisted in investment research and portfolio management process. Provided operational support to Chief Investment Officer and. Director of Operations and.

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McLaughlin Asset Management | Investment Advisor • Lafayette, Indiana

What’s an RIA? Select the Right Advisor. What’s an RIA? Select the Right Advisor. What do we do? McLaughlin Asset Management, Inc. (MAM) is an independent Registered Investment Advisor Firm (RIA). We provide wealth advisory services, and specialize in portfolio management for individuals, charitable organizations and family trusts, including:. Financial Planning: establishing objectives, tailoring assets to objectives, coordinating asset allocation to time frame, tracking net worth. Long-term relationshi...

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