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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, October 20, 2020

Suppose we were neighbors and good friends, and say you had a home improvement project and wanted my help. You call me up and say, “Hey, Eric. I’ve got a project I need to take care of this weekend. Can you help me?”...

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...

Wednesday, September 9, 2020

“Did you know that you can have a high income and still not be wealthy? Or, you could have a lower income, but be on your way to being wealthy? How does that work? When it comes to becoming wealthy, it doesn’t matter what...

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...

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Tuesday, August 18, 2020

Risk management “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,...

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...

Tuesday, July 14, 2020

Topic 4: Reserves “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...

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...

Tuesday, June 9, 2020

Topic 3: 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...

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...

Tuesday, May 12, 2020

Topic 2: 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 fears. This is why consistently saving and...

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...

Tuesday, April 14, 2020

https://vimeo.com/407575630 Topic 1: 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...

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...