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Past Commentary & Articles

Cents of Self
November 23, 2020

While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.

November 18, 2020
the case for cash

We’ve all heard the saying “cash is king,” but what does that mean in a low interest rate environment? Financial advisor Chris Ruedi looks at how cash can be used in a portfolio and examines how much is enough to have on hand.

Market Commentary
November 9, 2020
market wise chart pack

Amid election uncertainty and rising daily COVID cases, broadly, risk assets paused in October. Reversing recent trends, U.S. small value stocks led the way from a return perspective.

November 6, 2020
Planning for Long-Term Care Insurance and Deciding if You Need Insurance

As life expectancy continues to increase, chances are you will need access to long-term care services as you age. Financial advisor Kevin Kingston outlines the basics of long-term care financing options in his latest blog post.

October 29, 2020
Proposed Illinois Graduated Income Tax Amendment

Benjamin Franklin’s famous quote, “Nothing is certain except death and taxes,” still rings true today. In fact, both death and taxes come into play when applied to the federal estate tax. In this blog post, Mary Beth Brummond outlines how the election may affect estate tax legislation.