Client Letter

Recent Posts

Portfolio Compass | October 16, 2019

We have maintained our S&P 500 Index year-end fair value target of 3,000 even as the index hovers near that level following recent progress on U.S.-China trade discussions…

Market Insight Quarterly | Third Quarter 2019

Consumer spending added 3 percentage points to overall growth, while trade and inventories were a 1.6 percentage point drag. Business spending was still a slight drag on growth…

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.