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
2022 in Retrospect: Looking back helps us envision a brighter future
So we’ve wrapped up another year – not a good one for most investors. Stocks, as measured by the S&P 500, dropped 19%. The tech-heavy Nasdaq performed even worse, sagging 28%. Bonds – the traditional safe haven – didn’t do much better. The safest of the safe –...
Random Thoughts from Steve to Finish Out 2022
Your gift this holiday season -- a peek inside the mind of Investment Advisor Steve Henry! If you've known Steve for a while then you know he's a deep thinker and a voracious reader. It's one of the things that makes him quite good at his job. For this month's email...
Steve’s 3rd Quarter Update: How Are Things Going?
Barring a huge rally in the coming months, 2022 has been the most difficult investing year of my lifetime. This goes back to my first foray as a retail investor in 1987. Of course, in ‘87 I experienced the October market crash where the Dow fell 37% in one day. Stocks...
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