DECEMBER 2017
HOLIDAY REMINDERS
All ARGI offices will be closed on:

Monday, December 25 in observance of Christmas Day
Tuesday December 26* in observance of Christmas Eve
Monday, January 1 in observance of New Year's Day.

PLEASE NOTE: there will be a trader of the day available on December 26. He can be reached by contacting 866.568.9719. The Stock Market will be closed on December 25 and January 1 and trades will not be made on those dates.
EASY AS PIE

The holiday season is here! Celebrate time with friends, family and these tasty treats. Bon appétit!



NEW FACES AT ARGI
Join us in welcoming our two newest ARGI employees, Crissy Fiscus and Courtney Sagun!
 

Crissy will work on our Business & Accounting Services team as a Business Advisor.



Courtney will be the new Receptionist in our Louisville office.

Welcome!
ARGI GIVES
 
ARGI supplied some busy little elves this holiday season with volunteers for several nonprofit organizations!


Ronald McDonald House

Angel Tree

Hope House Mission

Hotel, INC.

Mel Trotter

Operation Christmas Child 

Thanksgiving Dinners for families in need 

Great job team!

We are now taking applications for the 2018 Spring community grant. Qualifying nonprofit organizations may apply by completing the ARGI Gives Grant Application and emailing it to [email protected] by March 15. 

To learn more about ARGI Gives, please click here.
UPCOMING EVENTS
Indianapolis Teachers Retirement Workshop Series
Presented by Rob Curry, CFP®

2:00 PM

All workshops are held at the Indianapolis office: 5750 Castle Creek Parkway North Drive, Suite 170. 

Contact  [email protected] for more information.
INVESTMENT NEWS
from the desk of Clay Keeley
MARKET RECAP*

U.S. stocks again climbed to new highs in November, outperforming all other asset classes
  • If the S&P 500 ends December in positive territory, it will be the first time in history the index has finished positively all twelve months of the year
ARTICLE: End of the Year Money Moves
What has changed for you in 2017? 

Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 begins.

GET TO KNOW  THE ARGI TEAM
Dr. Indu Chhachhi
Financial Advisor
Bowling Green, KY

Describe your role at ARGI in less than two sentences:
I serve on the investment committee and help the firm develop and execute potentially value enhancing investment strategies for personal financial planning clients as well as retirement plans.   I also oversee our advanced options strategies that are developed with an eye towards creating additional risk-adjusted returns in portfolios.

Do you have a nickname?  I.D. Singh

Hometown:  Jodhpur, India

Motto/mantra/favorite quote?
The woods are lovely, dark, and deep,
But I've promises to keep,
And miles to go before I sleep
And miles to go before I sleep
(From Stopping by Woods on a Snowy Evening by Robert Frost)

Where is your favorite place to vacation?  Amsterdam (The Netherlands)

What is your favorite hobby?  Traveling

What is the best book you have ever read? Animal Farm by George Orwell

Are you involved with any charities or non-profits?   Bowling Green School System

Number one thing on your bucket list?
A trek in the picturesque settings of Ladakh (India)

What would you do (for a career) if you weren't doing this? Traveling Videographer or Photojournalist 

If you could do another job for just one day, what would it be? Air Force Pilot

What would you most like to tell yourself at age 13?    Life is not a straight line. You have to persevere through the inevitable clouds to get to the rainbow on the other side!

How do you define success?   Success to me is giving 110%, every single day, to every single thing that you do-big or small. It is an ability to dust yourself off and climb right back up on that horse every time you fall.
 

FINDING FINANCIAL CLARITY
866.568.9719 | WWW.ARGI.NET