Blog

Ways to Cope with a Significant Market Downturn

Ways to Cope with a Significant Market Downturn

On March 12, 2020, the S&P 500 entered a bear market for the first time in 11 years.  And this bear market could go down as one of the most severe in history given how quickly it occurred after reaching a new high in mid-February.  But this is not the first bear market we have experienced, nor will it be the last. 

read more
5 Ways to Keep Your Personal Data Safe

5 Ways to Keep Your Personal Data Safe

By Joe Globensky, RFC®Hopefully I don’t have to tell you how important it is to keep your personal data safe.  Whether it’s your social security or bank account numbers, information from your driver’s license, or items that can be pulled from your social...

read more
Kiddie Roth IRA – Teach Better Money Habits

Kiddie Roth IRA – Teach Better Money Habits

By K. Bridget Schneider, CFP®, CRPC®Do your children or grandchildren have earned income?  Opening a Kiddie Roth IRA can be a valuable tool for teaching them better money habits.  It may also be an opportunity to help them begin a powerful savings plan for...

read more

Recent Posts

Ways to Cope with a Significant Market Downturn

On March 12, 2020, the S&P 500 entered a bear market for the first time in 11 years.  And this bear market could go down as one of the most severe in history given how quickly it occurred after reaching a new high in mid-February.  But this is not the first bear market we have experienced, nor will it be the last. 

5 Ways to Keep Your Personal Data Safe

By Joe Globensky, RFC®Hopefully I don’t have to tell you how important it is to keep your personal data safe.  Whether it’s your social security or bank account numbers, information from your driver’s license, or items that can be pulled from your social...

Kiddie Roth IRA – Teach Better Money Habits

By K. Bridget Schneider, CFP®, CRPC®Do your children or grandchildren have earned income?  Opening a Kiddie Roth IRA can be a valuable tool for teaching them better money habits.  It may also be an opportunity to help them begin a powerful savings plan for...

Six Common IRA Mistakes to Avoid

Knowing the common IRA mistakes to avoid could save you thousands of dollars over your lifetime. We’ll cover 6 of the most common mistakes in this article.

Contact

Office: 217.605.8130
Toll-Free: 844.305.7670
Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

Email Us

eNews

Sign up to receive the latest news, tips, outlooks and more:

Where are you located?

We are located in Central Illinois in the town of Lincoln. We also have an office in Plano, Texas. We work with a national clientele and will be happy to serve you.

Can I learn more about your services?

Sure. We advise clients on investment management, retirement planning, and other financial matters to help manage what they have. Because, many people save and invest, but they aren’t really sure they’ll have enough assets to be comfortable and do what they want in retirement or later stages of life. We show them whether they are on target or not. We can help you, too.

Would you like a no-cost, initial conversation to learn if you’re on track?

Yes, Thanks.