wealth management Archives - Page 3 of 4

9 Crucial Steps to Ensure You’re Prepared for Retirement

jmuch2021-05-14T17:51:32-05:00March 26, 2021|Categories: Resource Center, Weekly Update|Tags: financial planning, retirement, wealth management, women|

9 Crucial Steps to Ensure You’re Prepared for Retirement

How do you envision your retirement? The answers to that question are very different and very personal for all of us. To help you prepare and decide how you want to live in your second act, you’ll need to cross some important items off your to-do list. Grab a copy of our handy checklist – organized the way we like to work with our clients – to help you visualize how far you’ve come and where you want to go. https://bit.ly/2Pm7S21

Understanding Your Tolerance for Market Risk

jmuch2020-08-07T12:08:01-05:00August 7, 2020|Categories: Weekly Update|Tags: investing, retirement, wealth management|

Understanding Your Tolerance for Market Risk

March of 2020 was a good reminder that market risk can’t be taken lightly. Have you ever had your tolerance for market risk measured? If you haven’t, now may be a good time. Take a look at our recent article that explains why https://bit.ly/31fQkau.

Benefits of the Right Amount of Active Management

jmuch2020-04-29T13:44:17-05:00April 29, 2020|Categories: Resource Center|Tags: investing, wealth management|

Benefits of the Right Amount of Active Management

For years, the debate has been whether active or passive management investing was ideal. The last 3 weeks have changed a lot of perceptions on this topic. We explained why in a recent article, and you can get your copy now. https://bit.ly/2wYzBgw

Estate Strategies – Critical Elements of an Estate Plan

jmuch2019-12-12T10:06:31-06:00December 12, 2019|Categories: Resource Center|Tags: estate planning, retirement, wealth management|

Estate Strategies – Critical Elements of an Estate Plan

Taking steps to help protect your estate is an important financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Take a look at some important details to address when creating your own estate plan in our new piece. http://bit.ly/354S5aW

Pro VS. Solo Investing

jmuch2019-08-15T10:26:34-05:00August 15, 2019|Categories: Resource Center|Tags: financial planning, investing, wealth management|

Pro Vs. Self-Managed

In 2018, the S&P 500 was down -4.38% and the average investor lost -9.42%. (DALBAR) Emotional decision-making was a major factor, and we explored this topic in a recent article here. bit.ly/2Zmo1Vu

The Proust Questionnaire Journey Continues with Christopher Much

jmuch2018-09-07T13:00:26-05:00September 7, 2018|Categories: Resource Center|Tags: chicago, investing, wealth management|

The Proust Questionnaire Journey Continues with Christopher Much

Christopher Much steps up to the Proust Questionnaire plate today, giving us some visibility into what makes him tick. Did you know that when he’s not crunching numbers and consulting with clients, Chris throws on a Gi and can be found studying the art of jiu-jitsu? Meet Chris. http://bit.ly/cts_proust2

Jonathon Much Takes the Proust Questionnaire

jmuch2018-07-12T12:26:24-05:00July 12, 2018|Categories: Resource Center|Tags: chicago, wealth management|

Jonathon Much Takes the Proust Questionnaire

In the late 1800’s, the Proust Questionnaire emerged as a popular parlor game and a way for friends and associates to better get to know one another. We distributed the questionnaire to the CTS team so that you could see what makes them tick. Jonathon Much is first up in answering the Proust Questionnaire.

Choosing a Financial Advisor: What to Know Before You Invest

jmuch2018-06-28T10:24:44-05:00June 28, 2018|Categories: Resource Center|Tags: chicago, financial planning, taxes, wealth management|

Choosing a Financial Advisor: What to Know Before You Invest

Choosing a financial advisor may be one of the most important financial decisions that you’ll ever make, and the quality of this advisor’s advice could heavily influence your long-term financial success. Consider these things before making your selection. http://bit.ly/choosing_advisor

Active Management: A Potential Cure for the Volatility Blues?

jmuch2018-04-27T10:24:31-05:00April 27, 2018|Categories: Resource Center|Tags: investing, wealth management|

Active Management: A Potential Cure for the Volatility Blues?

Even when markets seem to be steadily climbing, investors can find it difficult to maintain the discipline required to stick with a long-term investment plan. When markets become volatile, that discipline can be even more challenging. Is there a better to preserve your assets during these times of heightened market volatility and help you feel more comfortable looking to the horizon? Grab our new article – http://bit.ly/2HnyzPk

Taking an Active Role in Your Family’s Wealth Management Process

jmuch2021-06-10T16:21:23-05:00October 25, 2017|Categories: Resource Center|Tags: financial planning, wealth management|

Four tangible steps to follow your family’s financial roadmap

Likely, your parents haven’t shared their financial goals, intentions and legacy wishes with you. A discussion of family financial values and wealth transfer plans is an inherently difficult, albeit necessary, conversation. While no one wants to have this conversation with their parents or loved ones, we think it’s a necessary step that can provide you with the roadmap you need to follow and thoughtfully execute your family’s financial plan.

We are excited to share with you our latest piece, Taking an Active Role in Your Family’s Wealth Management Process, which suggests four tangible steps for starting this process. Download a copy of this piece now.