A strategy that prioritizes protecting your assets needs a foundation in good research. What’s most important to us is that you don’t lose money. We specialize in strategies that safeguard your investments so when big gains come you can have confidence that we’re able to protect them.
We’re constantly analyzing and asking questions on your behalf- Do you have too much in low return fixed income? Are the funds you own appropriate anymore ? What if the U.S. stock market would go down the next decade?
We’ll work with you to create an investment plan that is in line with your goals, continue to monitor progress, and adjust as life brings change.
Call us today to get started: 217-824-4211.
Read more about Investment Strategies
"You never know who's swimming naked until the tide goes out..." This is one of my favorite Warren Buffett quotes. What on earth does that have to do with investing, you might ask? Well, you never really know how exposed your investment positions are until they are...
Where Are We Today? A Sense of History As someone who has been in the markets for at least 35 years now, I've realized just how important it is to have a sense of history. Of course, that knowledge is not a prerequisite for participation in the markets or even taking...
Here's a call I always hated to get in the past from clients: "Hey Steve, I've got this annuity and would like to do something with it. Can you help me?" Unfortunately, my answer was usually, "Probably not." You see, annuities and other insurance based products have...