Webinars

Market Commentary: Is “Sell in May” Still Relevant?

Sell in May and Go Away? Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar …

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Greenwood Project

Since its inception in 2016, Greenwood Project has exposed high achieving students from Chicago’s south and west sides to career opportunities within the financial industry.

Investment Education Series 2020

The sisters of the AKA sorority are very intentional about their mission to make a global impact and build an economic legacy, through financial education.  When they reached out to us to support their mission, we were thrilled to be able to lend our expertise, to provide investment educati …

Checklist: Financial Milestones for College Planning

The days of getting a summer job to put yourself through college are long gone. An education costs more than ever – but it still pays to have one. Our downloadable guide acts as a checklist that explains how you can help them prepare for this passage into adulthood. We’ll look at financial …

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