Events
UPCOMING EVENT
Client Appreciation Event
October 22, 2026
State House Inn & Conference Center
101 East Adams St, Springfield, IL 62701
5:30 PM
https://www.greenvelope.com/event/2026-client-appreciation-party
What Your Workforce Demographics May Be Telling You
For many business owners, workforce data is viewed primarily as an HR function. Age distributions, participation rates, tenure, and retirement plan utilization often sit in reports that receive...
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Weekly Update: 10/12/2026
Weekly update: Rates rise, energy stings Stocks neared or hit record highs last week, even as the 10-year Treasury yield reached its highest level since 2002. Behind that move, stubborn inflation...
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Third-Quarter Markets: Energy, Inflation, and Rates
The U.S. economy showed resilience during the third quarter, although the picture was not entirely rosy. Hiring slowed sharply, while consumer spending picked up. At the same time, the U.S.-Iran...
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Weekly Update: 09/28/2026
Weekly update: Yields jump, sentiment slips Stocks finished higher last week, even as Treasury yields climbed to their highest level since 2007. The economy continued to show strength, with growth...
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How Business Owners Can Maximize Their Own Retirement Savings Through Company Plans
For many business owners, the company itself becomes their primary investment. Years are spent building revenue, serving clients, managing employees, and growing enterprise value. While this...
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Weekly Update: 09/21/2026
Weekly update: Fed hikes, oil simmers The Federal Reserve raised interest rates last week for the first time in three years, judging the economy strong enough to handle it and inflation firm enough...
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Weekly Update: 09/14/2026
Weekly update: Oil surges, stocks stumble Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed to persistent price pressure....
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The Hidden Cost of Not Offering a Retirement Plan
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Weekly Update: 09/08/20256
Weekly update: Strong jobs performance, sticky inflation U.S. markets closed the week little changed, but the tone shifted Friday. A much stronger August jobs report pushed Treasury yields and the...
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Why Offering a Retirement Plan Is No Longer Optional for Growing Businesses
In today's competitive labor market, attracting and retaining talented employees requires more than offering a competitive salary. Employees are increasingly looking for employers who invest in...
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Why Wealth Transfer Often Fails by the Third Generation
Many families spend decades building wealth. They make sacrifices, grow businesses, invest diligently, and create financial security not only for themselves but for future generations. Yet despite...
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Weekly Update: 08/24/2026
Weekly update: Debt pressures, rising yields Last week was marked by contradiction. Consumers pulled back, yet a cluster of forces kept interest rate risk dictating the pace of the economy....
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The Retirement Trap Nobody Talks About
The Retirement Trap Nobody Talks AboutMost people spend decades preparing for retirement. They diligently save, contribute to retirement accounts, and monitor investment performance with one goal...
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Weekly Update: 08/17/2026
Weekly update: Consumer sentiment falters, oil spikes Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. However, Friday reversed...
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Why Investment Returns Aren't the Biggest Driver of Wealth
For decades, investors have been conditioned to focus on one number above all else: investment returns. It's understandable. Headlines highlight market performance, financial media debates stock...
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Weekly Update: 8/10/2026
Weekly update: Weak jobs, strong rally Markets rallied hard last week. Softer jobs data eased worries about a near-term Federal Reserve rate hike; at the same time, standout AI earnings continued...
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Market Update: 08/03/2026
July analysis: Inflation and Fed uncertainty July brought mixed signals for investors to sort through. Inflation data pointed to cooling prices in June, and the labor market held steady even though...
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The Roth Conversion Window: Why Ages 55–70 May Present a Significant Tax Planning Opportunity
How strategic conversions during this overlooked phase of life can dramatically reduce lifetime taxes. Most people think of Roth conversions as a simple question: “Should I convert or not?” But...
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Market Update: 07/20/2026
Weekly update: Strong earnings, reignited conflict Markets had plenty to digest last week. Headline inflation cooled more than expected, with a monthly drop that was the largest since April 2020....
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Why Mid-Year Is the Best Time to Harvest Losses (Even in an Up Market)
How strategic loss harvesting in the middle of the year can create tax alpha even when markets are rising. Tax-loss harvesting is often misunderstood in wealth management. In some cases, mid-year...
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