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.
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Summer is the time for picnics, outdoor fun, and high school reunions, but there’s also a lot of concern about what happened in the second quarter of 2022. Then there's this… "It’s great to see you Steve and oh, by the way, are my investments going to...
The first quarter of 2022 started out pretty poorly for most investors. The S&P 500 stock index declined 11% during the first 16 trading days of the year but recovered somewhat to finish down 5%. Of course, if you've been an investor with us for some time you...
How to Build and Protect Your Portfolio in the Coming Decade So the future forecast for stock and bond returns looks dismal, doesn't it? To remind you of my last missive, I've included the 7-year forecast for stocks and bonds below. Today, we're going to get specific...