October 27, 2020 | Market Update

Are the Polls Wrong Again?

As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls …

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October 19, 2020 | Market Update

Three Reasons We Like Small Caps

Markets have come a long way since March lows, and we see further gains ahead for stocks. We think small …

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October 13, 2020 | Tax Planning

The Illinois Fair Tax Proposal and its Impact on Illinois Residents

The Illinois “Fair Tax” is a significant proposal to change the existing personal income tax structure from one flat rate …

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October 12, 2020 | Market Update

Earnings Growth Is Approaching

Corporate America will get closer to the return of earnings growth this earnings season. Investors will need to watch for …

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October 5, 2020 | Market Update

Market Responses to Election Uncertainty

November presidential election results may be delayed or disputed, or both, and President Donald Trump’s COVID-19 diagnosis adds to the …

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September 28, 2020 | Market Update

What Technology’s Correction Means

Technology has mitigated downside during bouts of pandemic-inspired market volatility, while also posting considerable outperformance. In September, however, it has …

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September 23, 2020 | Business Financial Services

Small Business Owners Solutions for Goal-Based Plans

The smartest move you can make is to simply start planning. The following information helps clarify the various solutions available …

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September 21, 2020 | Market Update

Central Bank Season

The Federal Reserve, European Central Bank, and Bank of Japan met in September to discuss the economy and monetary policy. …

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September 16, 2020 | Business Financial Services

Succession Planning and Buy/Sell Agreements

Few relationships play as important a role in life as that of a business partner. Whether a company has a …

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September 14, 2020 | Market Update

The Bull Case for Stocks

Markets have been on a wild ride in September so far, with early strong days followed by one of the …

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September 9, 2020 | Business Financial Services

Why Planning Now Can Lead to a More Successful Transition

You’ve worked hard to build and grow your business. Whether you plan to exit now or in the future, planning …

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September 8, 2020 | Market Update

Top 10 Investor Questions

Why have stocks done so well in such a challenging economic environment and with COVID-19 still an ongoing threat? We …

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September 2, 2020 | Business Financial Services

Can Your Business Fund Your Retirement

Many small-business owners are coming to that point in their lives when they need to think about a transition for …

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August 31, 2020 | Market Update

Election Preview Part II: A Trump Second Term—Upside and Risks

In Part II of our two-part election preview series, we look at the potential market impact if President Donald Trump …

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August 24, 2020 | Market Update

Election Preview Part I: A Biden Presidency—Upside and Risks

In Part 1 of a two-part election preview series, we look at the potential market impact if former Vice President …

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