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2025 Investment Outlook Seminar Registration
Clients can reserve spots for one of two seminars: 9:30 a.m. Oct. 7, or 7:00 p.m. Oct. 15.
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Past Articles
Where to retire: A flight of fancy
By Joel Dresang Of course, affordability is key. As we get closer to retirement, Mary and I will have to compare what we currently spend on housing with how much we can manage on a retirement budget. Then we can determine how many places we’ll have, whether we’ll own or rent and where we’ll call home. […]
Retiring debt in time for retirement
Dave Sandstrom explains why investors should consider how the costs of debt weigh into their retirement plans.
Ignore bonds at your own risk
With narrower spreads between the yields offered for high-quality and low-quality bonds, investors should be sure they’re getting paid for the risks they’re taking – especially with what’s meant to be the safer side of their portfolio. Kyle Tetting explains in a MONEY TALK VIDEO. […]

Inevitable as taxes, yet rarely planned for
Of all the significant life events we can plan for, our afterlife is most often left untended.
For What It’s Worth: Bulls and Bears
Bears and Bulls aren’t just the names of Chicago-based sports teams. They’re symbols of investor expectations. Since the 1700s, bears have been associated with investors anticipating prices will go down, while bulls believe prices are trending upward. As part of an occasional exploration of the origins of financial lingo, Joel Dresang hunts down how these creatures wound up on Wall Street. […]
Trying to transition off a treadmill
By Joel Dresang Many retirees would rather be working. But at the same time that more employers are complaining about a lack of job applicants, they’re serving sheet cake for older employees who have cleared out their desks to head for home. Under the right circumstances, older workers can negotiate mutually beneficial work-to-retirement transitions. […]