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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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Diversity & Inclusion

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wintrust Financial Corporation and Wintrust Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wintrust Investments and may also be employees of Wintrust Financial Corporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wintrust Financial Corporation or Wintrust Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
 

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