1. Happy Halloween

    The Dad Tax or Mom Tax noun The act of protecting your children by inspecting their candy and taking a third for your troubles. Have a safe and Happy Halloween!…Read More

  2. Fiduciary or Advisor: One, the Other, or Both

    Starting off ... After I graduated from the University of Illinois at Urbana-Champaign with a Master’s degree in Accounting, I began my career at the Chicago Mercantile Exchange. During that time, I was approached by a number of financial advisors from large asset management companies who wanted …Read More

  3. Friendly Reminder: Current Market Decline in Context

    You may already be able to guess what our take is on the current market news: Unless your personal goals have changed, stay the course according to your plan. Still, it never hurts to repeat this advice during periodic market pullbacks. We understand that thinking about pullbacks in markets is …Read More