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Taxes, Retirement and What’s Ahead in 2026May 5, 2026 -
Who Gets the Golf ClubsApril 30, 2026 -
Building a Balanced Year of Growth, Connection, and JoyFebruary 10, 2026 -
The Enduring Case for Global DiversificationFebruary 10, 2026 -
The Power of Tax-Efficient InvestingOctober 31, 2025 -
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301 North Neil Street, Suite 203
Champaign, Illinois 61820
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(855) 398-1900 (Toll Free)

What Investors Really Want
/in Investing/by Sharon Allen, CFP®,CTFAChoice Millions of Americans are investors. The reality is that many investors also benefit from working with some sort of advisor. However, the landscape of available financial advisors is confusing! Financial advisor, stock broker, financial planner, money manager, wealth manager…who does what and what do I really need? Nearly each of these professionals will refer […]
Investing Traps to Avoid
/in Investing/by Sharon Allen, CFP®,CTFAIf you are an investor, you may feel like you have a target on your back. Everyone from sales people to talking heads are aiming to either sway your opinions or cash in your chips. Here are a few classic, yet tempting, lines of thinking that you should endeavor to avoid which have the power […]