Sharon Allen named 2020 Athena Award Recipient

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The Champaign County Chamber of commerce has named our very own Sharon Allen the 2020 Athena Award® recipient. She is the 32nd local recipient of the award, which honors individuals who assist women in reaching their full leadership potential; demonstrate excellence, creativity and initiative in their businesses or professions; and provide valuable service by devoting […]

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Launching the Younger Generation to Financial Success

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There are many personal finance activities that we engage in as adults that are almost second nature, from working to saving to borrowing and building credit. We’ve compiled some simple actions you can take (and when) to increase your child’s financial success as they mature. Grade School Age + 1. Encourage them to get experience […]

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The “SMART” Way to Navigate Life’s Transitions

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Change in life is inevitable – and so too are the periods of transition which big changes can bring. Whether you’re buying a home, having a child (or grandchild!), getting married, getting divorced, changing careers, or saying goodbye to a loved one – it is truly an understatement to say life is full of moving […]

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A Different Way to Invest in Our Tumultuous World

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Everyone loves a good story. It’s what keeps you hooked watching a movie or reading a book…it’s also what keeps investors committed to poor investment solutions. Investors like a good story that keeps them engaged, and that story usually involves a savvy manager. But there is a different narrative—written by financial scientists. Now, academic finance […]

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Recession-Proof Your Retirement Portfolio

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Money Magazine interview on recession-proofing your portfolio

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