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Financial Solutions

Financial Solutions

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EVERY FINANCIAL JOURNEY
HAS TWISTS AND TURNS

A Financial Advisor helps you navigate the terrain, avoid pitfalls, and keep you on track to achieve your financial goals.

BEHAVIORAL FINANCE: THE VALUE OF ADVICE

October 03, 2019

Whether you are a seasoned veteran with nine bear markets of experience, or a rookie investor, we all have emotions, and these emotions affect our ability to make sound decisions.

THE RISKS OF DIY INVESTING

April 22, 2019

Despite unprecedented and ever-increasing access to economic and investment data, study after study has shown that the track record of private investors is not encouraging.

DO NOT GET CAUGHT BY THESE 10 BEHAVIORAL PITFALLS

September 26, 2019

Successful investing is hard, but it does not require genius. In fact, Warren Buffet asserted that it is not so much raw brain power you need, but temperament "to control the urges that get other people into trouble in investing."

THE CFP CERTIFICATION                                              

January 08, 2018

Not only do CFP professionals meet rigorous education and experience requirements, but they are also held to the highest ethical and professional standards

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All approvals are subject to underwriting guidelines. Program rates, terms, and conditions are subject to change at any time.
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Diversity & Inclusion

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.

Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
 

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