Markets in Motion – Managing Through Volatility

/in , , /by

When investing in uncertain times, maintaining discipline, perspective and optimism on the journey is key.

Read more

Navigating the Tempest

/in , , /by

In the tempest of social, fiscal and global uncertainty, as financial stewards, keeping a level head and clear-sightedness is our opportunity and responsibility to stay on course to care for our financial houses.

Read more

4 Key Truths That Lead to Investing SUCCESS

/in , , /by

Many of us have heard the phrase, “Luck favors the prepared.” I suggest a different idea: “SUCCESS favors the prepared.” Every person defines success differently… whether it means the open doors of opportunity, personal accolades, a substantial financial foundation, wealth in the form of relationships. The one common theme among these varying definitions of success […]

Read more

Smart Tax Planning: A Primer on Tax Loss Harvesting

/in , /by

A key element to the effective management of your taxable investment portfolio is the implementation of “tax loss harvest” opportunities. While we know it is harvest time here in Central Illinois, this strategy has nothing to do with corn and beans and everything to do with your income taxes. We thought we’d take a moment […]

Read more

Launching the Younger Generation to Financial Success

/in , , , /by

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 […]

Read more