Kyle Schmidt, CFP - TrueWealth Advising Group

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Kyle Schmidt, CFP - TrueWealth Advising Group Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N. TC117654(0126)3

Franklin St, Suite 3450, Chicago, IL 60606 (312) 236-2500). TrueWealth Advising Group is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Kyle Schmidt is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in IN. He is also insurance licensed in IN. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
10/17/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
10/16/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Developing a retirement strategy? It's critical to know the differences between investment types.
10/14/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
10/12/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
10/10/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
10/09/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
10/07/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
10/05/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

With increasing wealth comes unique financial challenges.
10/03/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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11039 Broadway
Crown Point, IN
46307

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