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Jon-Michael Plennert, CFP(R), investment advisor at Indiana Trust Company, has been authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER(TM) and CFP(R) certification marks.  The CFP(R) marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP(R) Certification Examination.

 

 

 

 

 

 

 

 

 

 

 

 

The Markets
 
The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values.  April saw equities close the month ahead of March, buoyed by favorable corporate earnings reports, proposed tax cuts, and strong foreign economic advances.  Nasdaq led the way posting monthly gains of 2.30%, followed by the Global Dow, which gained almost 1.50%.  The large-cap Dow advanced 1.34%, ahead of the S&P 500, which increased close to 1.00% for the month.  Even the small-cap Russell 2000, which has had some rough weeks, closed April 1.05% ahead of its March close.
 
May was a slower month as consumer spending and wage growth were relatively weak, with only 138,000 new jobs added in May, compared with an average monthly gain of 181,000 over the prior 12 months.  Nevertheless, only the Russell 2000 lost value, falling 2.16% from its April closing mark.  Nasdaq continued to surge, ending May with a monthly gain of 2.50%
 
Click on the link below to read the full story
 

 

Jessica burbrink 2017David Kibbe, President and CEO of Indiana Trust Company, is pleased to announce Jessica K. Burbrink has joined Indiana Trust Company as Vice President and Investment Advisor.

Jessica has been in the financial services industry since 1991, and has experience in investments, insurance, banking and trust.  For 16 years prior to joining Indiana Trust Company, Jessica worked as part of a team providing financial planning and wealth management.

Jessica received her Bachelor's degree from Indiana University Bloomington.  She is an honor graduate of the Cannon Trust School and obtained her Certified Trust and Financial Advisor (CTFA) designation in 2001.  She received the Certified Financial Planner (CFP) designation in 2007.

 

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"On June 21, Bob Kaufman and Tom Henman joined Indiana Trust's Brad LaTour and Rob Santoni at the Player's Club in Yorktown, Indiana to support the Muncie-Delaware County Chamber of Commerce Golf event."

 

 

 

 

 

Andrew Heck 062017webDavid Kibbe, President and CEO, is pleased to announce that Andrew Heck has joined Indiana Trust Company as Wealth Advisor and Trust Counsel.
 
Prior to joining Indiana Trust, Mr. Heck spent more than eleven years as a practicing attorney, focusing on assisting clients with trust and estate, corporate and tax matters.  Mr. Heck then served a local, regional bank as a trust administrator and trust counsel for more than five years.  He looks forward to joining his colleagues at Indiana Trust in serving their clients for many years to come.
 
Andrew received his bachelor's degree from Wabash College in 1997, and his law degree from Valparaiso University in 2000.  He has attained the Certified Trust and Financial Advisor certification from the American Banker's Association, and the Certified Fiduciary and Investment Risk Specialist designation from Cannon Financial Institute.