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evanness@wradvisors.com
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Empowering Clients to Pursue Their Financial Goals. 

This is the title and theme of our blog. We aim to provide periodic content from our team and area experts to address this idea of empowering clients to take action on their goals - not our goals, but their individualized financial goals. We will soon be posting videos on a variety of financial planning topics to further develop the conversation. 

What else is on our mind? 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 some other surprises. So keep checking in. We’re glad to have you reading and watching along.  

Please reach out if have specific topics you would like to see us address or if you have more individualized questions or concerns. 

Tuesday, March 10, 2026

// Did you know that most investors that chase highs or bail out of investments to avoid market downturns do 2/3rds worse than if they just left their investments alone? There is a gap between what their emotions tell them is the best...

Wednesday, May 14, 2025

If you didn’t know, when you watch the news, you are not the customer, you are the product. TV and radio networks make their money by selling advertising time to companies. The more viewers that a network has watching its news...

Tuesday, April 8, 2025

In investing, there is no free lunch. There is no investment strategy that can honestly guarantee great returns with no risk. You’re going to have to accept a thing called volatility. Risk and return are connected - generally, the...

Tuesday, November 19, 2024

One of the first financial goals that I encourage my clients to meet is getting life and health insurance. While there are some unforeseen events that you can manage to get through relying on an emergency fund, other events can be...

Tuesday, August 13, 2024

As a financial advisor, I help my clients set financial goals and stay focused on them. One of the first goals I help them make is to set aside an emergency fund of cash in an easily accessible account, like a savings account. Things...

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Thursday, June 13, 2024

Goals. One of the first things I talk about with my new clients is their goals. Before we know what financial decisions to make, we need to know what we’re trying to accomplish, and goals give us our target. They let us know what we...

Tuesday, March 19, 2024

Save on a consistent basis           “Part of my job as a financial advisor is to help my clients make financial decisions based on facts and their life goals rather than on their...

Monday, February 12, 2024

Spend Less Than You Make. I work with clients with very different financial situations to help them make progress in creating financial security for themselves and their families.  However, if someone doesn’t have any money...

Tuesday, October 24, 2023

This is fun. We were nominated and selected for the 5 Star Professional Award. We will be listed in the November Issue of Chicago magazine as well as the Wall Street Journal in December.  This award was issued on 10/1/23 by Five...

Wednesday, September 13, 2023

If you’ve watched my other videos or visited my blog before, you know that one of my primary roles is to focus my clients on creating and sticking to a long-term strategy rather than chasing market highs or reacting to bad news...

Monday, June 19, 2023

When you have investments that are going up, there is a tendency to hold on to them until you think they’re going to come back down.  We want to stick with the winners.  However, when you have long-term goals and a...

Tuesday, April 11, 2023

'Don’t put all your eggs in one basket’ is ancient advice, but it’s still true.  Accidents happen, and if all your wealth is tied up in something that falls apart you’ll be facing a large financial setback...

Tuesday, January 10, 2023

When I’m building a portfolio of investments with clients, we’ll take into consideration the past performance of different funds or the taxes that come with them.  But the primary driver of the long-term return on a...

Thursday, December 15, 2022

Buy low, sell high’ is a well-known maxim of investing.  However, there are also plenty of books, seminars, and investment gurus that claim to help you know exactly when to buy and when to sell.  They promise that,...

Monday, September 26, 2022

How do you know if your investment strategy is working?  Do you have a certain yearly return in mind?  Are you trying to beat a certain benchmark?  Many of us think this is what investing success looks like.  We see...

Tuesday, August 16, 2022

When you’re looking at mutual funds and the expenses that come with them, a primary difference between them is whether they use an active or passive investing strategy.  With actively managed funds, a fund manager hand...

Tuesday, July 26, 2022

Much like inflation, taxes on your investments will erode your real returns.  The higher the taxes, the more return on your investments you’ll need to earn to compensate.  So, I feel it’s important to minimize...

Tuesday, June 14, 2022

Investment expenses            “One topic that comes up in talking with my clients is investment expenses.  To buy and sell investments and to have an advisor will cost...

Tuesday, May 10, 2022

Tuesday, March 15, 2022

Thursday, February 17, 2022

Wednesday, February 2, 2022

Tuesday, May 11, 2021

Identity Theft: Know Your Risks Stories of the struggle of those falling victim to identity theft dot the news headlines regularly. In addition to taking sensible precautions, what can you do to protect yourself? Consider identity...

Friday, May 7, 2021

Stocks were a bit choppy this week. The markets struggled as investors digested the impacts that some near-term inflation was having on the economy. In the meantime, corporate earnings continued to be a bright spot. While inflation...

Wednesday, March 24, 2021

Being an Entrepreneur is not for Everyone… Are you one of the Corporate Fatalities from this year’s pandemic?” Does the idea of running a small company seem idyllic? What could be more exciting than building a...

Friday, March 5, 2021

After struggling toward the end of February, stocks got off to a strong start as March began. Equities performed well early in the week due to positive news regarding the vaccine rollout and rising belief from investors that inflation...

Friday, February 5, 2021

After treading water as January came to a close, stocks returned to their winning ways this week. Equities rallied on the heels of strong earnings, continued vaccination rollouts, and ever-present stimulus hope. However, the market...

Thursday, November 19, 2020

In an echo of last week’s Pfizer vaccine news, biotechnology company Moderna announced Monday that analysis of a late-stage trial showed its COVID-19 vaccine to be 94.5% effective. This news gave a boost to sectors such as energy...

Friday, October 9, 2020

She came a little early - on Wednesday, October 7th at 6:47pm, Dana and I welcomed Daphne Ann Van Ness into the world. She was 7lbs and 14oz, 21 inches long, and has a voracious appetite. Mom and Daphne are doing great! Thanks so much...

Tuesday, September 22, 2020

By Andrew Balderson, CPA the owner of Balderson & Company, an accounting and tax practice. As American business owners and workers continue to address the challenges of living in pandemic times, it is important that everyone understand...

Thursday, September 3, 2020

The market rally showed little sign of abating this week. This performance was fueled in part by the August U.S. manufacturing activity report, which showed manufacturing expanded at the fastest clip since late 2018. Notable strength...

Friday, July 31, 2020

Though the markets were somewhat directionless this week, potential fiscal stimulus was a key driver of investor sentiment. On Monday, the Senate released details on a new $1 trillion legislation package titled the Health Economic...

Tuesday, July 28, 2020

By John B. Weber, Vice President, Water Street Advisors – A boutique M&A Advisory firm which acts as an intermediary representing business owners who are selling their businesses.One of the basic ingredients that we all have been...

Thursday, July 2, 2020

After a rough finish last Friday, stocks headed upward this week. On Monday, it was announced that the index of pending home sales was up a record 44.3% in May. Paired with the strong new home sales numbers from the week before, it...

Tuesday, June 23, 2020

I am the executive director of Hinsdale Humane Society, which cares for homeless pets until we can find them a new home. A large part of my job is to solicit financial support from individuals and corporations so we can fulfill our...

Thursday, June 18, 2020

Stocks got hit hard last Thursday. The S&P 500 fell 5.9% as many states, including Texas, Florida and California, saw a resurgence in COVID-19 cases. Investors looking to lock in profits after a strong run in the stock market may have...

Thursday, June 4, 2020

For much of the week, cities across the nation saw civil unrest tied to the death of George Floyd. That unrest resulted in peaceful protests, occasional looting, and, in some sad instances, questionable police decisions. Looking at...

Tuesday, May 19, 2020

As the continuing threat of the novel coronavirus steadily sinks the United States economy towards recession, higher net worth taxpayers have been presented with an environment ideal for shifting appreciable wealth at a potentially...

Friday, May 8, 2020

Stocks struggled late last week and the major indexes closed slightly down for the week as some large technology companies, ones that had been resilient to COVID-19 market effects, saw their share prices fall as the pandemic disrupted...

Tuesday, April 28, 2020

For this blog, I am going to bring different perspectives from other professionals that are helping their clients pursue their goals. Here is how Mary Erlain, Business Coach, Consultant, and Owner of Peak Development Strategies is...

Thursday, April 2, 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...

Thursday, March 12, 2020

Market volatility continued this week, with daily market moves of 3% to 4% – both up and down – becoming routine. The March 9 week began with an oil price war between Russia and Saudi Arabia. On Monday, the price of oil...

Tuesday, March 3, 2020

We are excited to announce that last week we started shooting some short videos to add to the blog. They will cover a variety of financial planning and investing topics. We are hoping to post one every month or so, but they will be...

Friday, February 28, 2020

Over the past month coronavirus fears have impacted the global economy. The virus has spread rapidly with over 83,000 cases and approximately 2,866 deaths.1 As it has spread from China to Iran, South Korea, Japan, Italy, etc. and the...

Thursday, February 6, 2020

Finances are uniquely personal. Everyone has different attitudes and behaviors that revolve around money and how they manage their finances. It only makes sense that we pick up many of our money managing habits from our parents from a...