Kris has been interviewed by Cole Publishing and Discover Edge. Leisa was interviewed by WGN radio host Bill Moller and held two seminars for federal employees. Mark was interviewed by Smart Money Consumer Reports and The Chicago Tribune. Maintaining life balance has been challenging for us as of late but we love spreading the word about the benefits of fee-only, hourly-only financial planners.
Recent posts:
Riding the Wave: How the Smart Money is Investing in 2024
Riding the Wave: How the Smart Money is Investing in 2024 After an above average year for markets in 2023, investors are looking for signs of what 2024 has in store. They have many factors to consider, including the growing debt level, the rate of GDP growth, and the upcoming US elections. With all of…
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Increasingly Creative Scams
Remember the smooth attorney representing a Nigerian prince, who wanted you to help him launder millions of dollars? All you had to do was send him a few thousand bucks and before long you would be receiving bales of hundred dollar bills in the mail. Would that today’s scams were so easy to spot. With…
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New Highs. Now What?
New Highs. Now What? We’re all reading headlines telling us that the stock market has reached all-time highs, something that never happened in 2023. Many investors who have a worrisome mindset will think that means that there’s a high likelihood that we’ll see a downturn in the near future. The markets have nowhere to go…
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