September 2023 Blog Newsletter
September Captain’s Log Reflect On Your 2023 Financial Goals As we approach the last quarter of 2023 let’s not be complacent in managing our personal finances! Let’s continue to be…
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The September Syndrome: Myth or Reality?
Traditionally, September’s fall weather brings with it a fall in the stock market. The reasoning behind this notion is often attributed to various factors, including investors returning from summer vacations…
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August 2023 Blog Newsletter
August 2023 Blog Newsletter August Captain’s Log College Planning for Illinois Residents Everyone is in the mindset of going back to school! The process of getting school supplies, working out…
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Things To Consider When You Consider A Second Home
One of the most rewarding parts of my work as a financial advisor is watching people go from uncertainty about their future to confidence in their future. In the transformation,…
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What You May Be Missing by Getting a Large Refund
You can always tell when it’s tax season. For me, it’s the notable change in advertising messages that go out. Retailers begin asking consumers to consider making a large purchase…
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Grandparents Raising Grandkids: Things to Consider
Parenthood is hard! But that truth makes grandparenting a joy for so many. I’ve heard many grandparents in my office talk about the joys of being a grandparent, while citing…
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Ready, Set, Retire: Is Your Small Business Mandate-Ready for the November Retirement Plan Deadline?
If you’re a small business owner and you don’t have an employee retirement plan, the clock is ticking… Effective November 1, 2023, Illinois will require employers with 5-15 employees to…
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3rd Quarter 2023 Newsletter
July’s Captain’s Log A growing trend in our industry is that more and more people are having their wealth professionally managed! A Registered Investment Advisor (RIA) is a firm that…
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5 Summer Savings Tips to Not Burn Your Budget While Traveling this Summer
Summer is a season filled with wanderlust and adventure, but it’s also a time when expenses can quickly add up, leaving your budget far behind. However, with a little planning…
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2nd Quarter 2023 Newsletter
SECURE 2.0 Brings A Little Confusion And A Lot of Opportunity In the twilight of 2022, while you were doing some last-second Christmas shopping and loosely starting to form your…
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Where is The Market Heading in 2023?
2023 is the year of the rabbit, but for investors, it should be considered the year of the tortoise. The lesson of the classic Aesop fable may ring true more…
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The importance of Updating Your Financial Plan Each Year
New Year’s resolutions look different for everyone, but they all have the same goal: to make sure this year’s version of you is improved in some way over last year’s.…
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