investing

It’s a new year, which means newly laid plans are still fresh for individuals, families, and business owners in Libertyville and surrounding areas. How are you doing with your resolutions? If 2021 was too much to handle, maybe...

Emotions have run high this year In Libertyville, IL, and beyond. The U.S. has faced a major global pandemic, choppy economic times, plummeting equities earlier in the year, and then new highs and contentious political times.

It’s become apparent that we’re living in abnormal times. Some folks have asked us if a downturn in the market might represent a good time to invest. It’s a fair question and one that’s definitely NOT one-size-fits-all. The...

Libertyville, IL investors – and anyone looking at the news, for that matter – have seen rapidly falling markets over the last several weeks. Fears over the worldwide spread of the coronavirus have sent broad indexes such as the...

In a recent editorial for the National Endowment for Financial Education (NEFE), Brent Neiser commented on “Financial Stacking: A Modern American Burden.” He wrote:

What do you think is the number one issue prospective clients bring to us here at Prism? It’s likely not shocking. Here’s the big question:

We’ve all heard of (or experienced) the “annual review.” Especially common in corporate environments, this review typically goes over the following: