Building a Financial Strategy That Will Endure
Building a Financial Strategy That Will Endure Like the Pyramids What’s the key to a financial strategy built to last? The pyramids of Giza have stood the test of time, …
Life Storms: Protecting Your Retirement From Multiple Threats
Life Storms: Protecting Your Retirement From Multiple Threats Gas prices and inflation are spiraling out of control. Investment accounts are suffering. Health costs keep rising. Taxes increases are expected. It’s …
This Rookie’s Contract Like a Well-Timed Fixed Annuity
A Lesson in Locking in Financial Security from an Unlikely Cubs Newcomer I loved the Cinderella story of this Cubs newcomer even before he displayed his financial savvy. When he …
Feeling Queasy in Market Turbulence
That Queasy Feeling in Turbulence Recent Market Drops Can Raise Tension Like a Bad Flight As an investment advisor, when we see a significant market drop, it sometimes warrants a …
Who is Taking a Bite Out of Your Retirement Account?
Who is Taking a Bite Out of Your Retirement Account? Don’t Watch Your Retirement Account Savings Melt Away Like an Ice Cream on a Hot Day! Our family has a …
Is Fear Putting Your Financial Plan at Risk?
Is Fear Putting Your Financial Plan at Risk? Some say the old mansion is haunted, and I live just down the road from it! It’s the Duncan Manor, a historic …
This Financial Advisor’s Hurricane Encounter Reveals Investment Insights
In The Path of Hurricane Michael, Here’s This Investment Advisor’s Insights As an Investment Advisor, located in Bloomington/Normal IL, the biggest danger I face on a daily basis is a …
Improving Portfolio Performance with Asset Allocation
One of the most important decisions for your investment portfolio is your choice of asset allocation. Asset allocation refers to how a portfolio is divided up among the various types …
How “Safe” is Your “Safe Money?”
One day I was talking with a lady who shared with me she had been busy digging money out of her parent’s back yard and from under their porch!! I …