What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. If there is a specific topic you'd like to hear more about, feel free to drop us an email!
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Valerie Janke, CFP® |
Tuesday, August 4, 2020
Markets are volatile, the economy is currently in a recession and Coronavirus is running its course, so what do you do? Investors, when left to their own devices, have historically done a bad job of navigating market downturns. It is...
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Tess Zigo, CFP® |
Wednesday, July 29, 2020
Since the lock down in March, companies across the nation asked their employees to work from home (where possible), it seems even some formerly reluctant workers are embracing the short commute to their home office, pj's, zoom calls...
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Laura Bare, CFP®, CDFA® |
Friday, April 10, 2020
This weekend marks a month here in Illinois where we have been under a shelter-in-place order. How has the past month changed your life? I have been checking in with clients. Some have absolutely no work and are trying to keep...
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Tess Zigo, CFP® |
Friday, April 3, 2020
As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19...
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Laura Bare, CFP®, CDFA® |
Friday, February 14, 2020
So, you've realized it is time to move on. What do you do next to protect yourself financially as you go through the life-changing process of a divorce? Get copies of all your financial documents. At a minimum this will include: At...
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