Resource Center

CollegeWise Webinar – Harvard, Stanford or Bust

2018-10-10T13:39:15-05:00October 10, 2018|Categories: Resource Center|Tags: , |

Harvard, Stanford or Bust – a Webinar

Just what does it take to get into the top colleges and universities in the country? How do you identify the school that’s the best fit for your student? On October 24th, join us for a webinar with CollegeWise, the nation’s largest college counseling organization. We’ll debunk college admission myths and show you what the college admissions process looks like from the inside. We’ll also give you an overview of college savings options and how you can begin to financially prepare for your student’s amazing college adventure. Register here: http://bit.ly/2zU5AgA

The Proust Questionnaire Journey Continues with Christopher Much

2018-09-07T13:00:26-05:00September 7, 2018|Categories: Resource Center|Tags: , , |

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

Empower Your Future

2018-08-23T16:46:24-05:00August 23, 2018|Categories: Resource Center|Tags: , , , |

Empower Your Future

Today, fewer than 1 in 4 employees have a pension – and that number is falling. Social security is changing too, as the retirement age to receive full benefits rises. Younger generations can no longer rely only on the system for retirement savings. It’s up to you to provide for yourself, and to prepare to do so sooner rather than later. Grab a copy of our latest article to learn how to build a thoughtful savings and investing plan for today and for the future. http://bit.ly/empower_you_future

Urban Exploration

2018-08-10T13:34:34-05:00August 10, 2018|Categories: Resource Center|Tags: |

Take only photos, leave only footprints

Urban exploration is the pursuit of a time gone by, involving the documentation of abandoned man-made structures and the not-usually-seen components of the man-made environment. Digital images and traditional film allow us to stop time and memorialize a way of life – before demolition, erosion and looting take their toll. An urban explorer for most of his adult life, Jonathon Much shares with us some of his most beautiful and haunting photographic work from the Chicagoland area. https://bit.ly/2LGDfSx

Jonathon Much Takes the Proust Questionnaire

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

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

2018-06-28T10:24:44-05:00June 28, 2018|Categories: Resource Center|Tags: , , , |

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

  • Blockchain - An Everyday Thing?

Blockchain: An Everyday Thing?

2018-06-14T10:14:53-05:00June 14, 2018|Categories: Resource Center|Tags: |

Blockchain:  An Everyday Thing?

Imagine a world where contracts are embedded in digital code and stored in transparent, shared databases – protected from deletion, tampering, and revision. A world where patient information is communicated between healthcare providers to save lives, rather than jeopardize privacy. A place where individuals, organizations, machines, and algorithms can freely interact with one another with little friction. These are the immense possibilities of blockchain and its potential to upend the way we manage data and information across verticals, on a global scale. http://bit.ly/2Jl8BNh

  • Investment Gaps and Overlaps

Managing Held Away Assets

2018-05-31T10:37:09-05:00May 31, 2018|Categories: Resource Center|Tags: , |

Investment Gaps & Overlaps

By the age of 50, the average person will have 11.9 jobs. Along the way, you may collect smaller retirement plan accounts at your previous employers. However, as a group, these accounts may amount to one of your largest assets. Are you allowing these assets to go unmanaged? Consolidating them under the watchful eye of a trusted financial guide just may be the answer. http://bit.ly/2LmJ1Fa

  • Active Management - Man Running

Active Management: A Potential Cure for the Volatility Blues?

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

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

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