Case Study: Managing Concentration Risk | |
The Tax-Informed Framework for Balancing a Single-Stock Portfolio
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Whether you received shares as part of your compensation, inherited them, or have simply held an investment that has grown substantially over time, letting go of a concentrated stock position can be difficult. That’s where thoughtful investment and tax planning can help you explore options for diversifying while considering the potential tax impact.
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Blog by Ronnie Jackson –
Partner, Wealth Advisor
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Are your beneficiaries up to date? Designating beneficiaries on your financial accounts can easily slip to the bottom of your to-do list. But this task shouldn’t be forgotten ... (click here to read more)
| | More Important News & Resources | | Our goal is to share valuable and practical information with you through our blogs, resource links, social media posts, and updates. On our blog, you’ll find all the tools, resources, and information you need. Have questions? Give us a call! | | | | Event: Year-End Best Practices for Businesses 11/12 | Join us for this in-person business-owner-focused event on November 12th, to uncover the financial, tax, and planning items you should have on your radar now – so you can take action before the year is over! Erika Lewis, Storen Financial’s Business Services Director, will provide you with a practical checklist of the things you should review, plan for, and act on before the calendar turns. Click here for event details. | | | | 4 Signs It's Time to Change Financial Advisors | |
“Some relationships just don’t work out. That unfortunate truth applies to spouses, friends, business associates — and financial advisors.” There are many reasons that could prompt you to change advisors.
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| | | | Building Confidence Through Education: Your Silver Journey | At Storen Financial, we believe a strong team is at the heart of a strong client experience. While much of our work happens around financial planning, business strategy, and tax returns, some of the best team-building happens when we step away from our desks and spend time together. Click here to read more. | | | | Video: Young Professionals Program – Life Insurance | Join us as our Investment Advisor Representative, Joseph Cavazos, sits down to discuss Life Insurance. Our goal with this video series is to educate and provide resources that can guide young professionals on their financial journey. Click here to watch this video. | | |
Have feedback to share with us? Send us a testimonial! We’d love to hear about your experience with Storen Financial. Click here to share.
| | Follow along for more from our team! | | Comprehensive Financial Services | | We are here year-round offering comprehensive tax, accounting, and financial planning services that will help you pursue your financial objectives... | | Our team is committed to delivering professional financial services with personalized customer attention. Have you met... | | | | |
Sarah Newton -
Marketing Specialist
| | Sarah joined Storen Financial in March 2026, bringing a visual mind and a background in Merchandising from Indiana University (Go Hoosiers!). With experience in marketing leadership and freelance brand strategy, she specializes in multi-channel content creation and process optimization. Whether she is translating complex financial topics into engaging video or refining the firm’s digital presence, Sarah’s goal is to ensure brand consistency that feels both professional and accessible. She is a lifelong learner, continually adding certifications in SEO, UX design, and the ever-evolving world of marketing technology. Click here to read more. | | |
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ADDRESS
1120 W Oak St, Suite 200
Zionsville, Indiana 46077
| | | Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Click here to learn more about Storen Financial. | | |
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
Securities offered through Simplicity Investments, Member FINRA/SIPC. Investment advice offered through Storen Legacy Partners, a registered investment advisor. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Greg Storen and Storen Tax & Financial Group Inc., a separate legal entity, are not affiliated with Simplicity Investments. Simplicity Investments does not offer tax advice or Tax/accounting/CPA related services. Registration as an investment advisor does not imply any level of skill of training.
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