Phase 3 In The News
Crafting a Solid Future: How Every Long-Term Care Financial Plan Begins - The Waterlily Blog, August 25, 2023
What's Next For The Stock Market? A Financial Planner Breaks Things Down - International Business Times, March 7, 2021
Mission Trip Turns into Mentoring and Job Offer - Patch, October 9, 2020
Are you missing out on these retirement and tax reduction opportunities? - Daily Herald Business Ledger, November 12, 2020
Small Business Q&A: Jonathan Henkels, Phase 3 Advisory Services Ltd. in Buffalo Grove - Daily Herald, August 17, 2020
Key Steps You Must Take When Laid Off or Furloughed - Daily Herald Business Ledger, July 14, 2020
Wealth manager offers tips for small businesses, those saving for retirement - The Center Square, May 7, 2020
Wealth manager says Illinoisans should evaluate real estate investments heading into new year - The Center Square, December 27, 2019
Ready to retire? Two major obstacles need to be cleared – Daily Herald Business Ledger November 7, 2019
Can Your Business Survive Without You or Your Partner? – Daily Herald Business Ledger, July 19, 2019
Best Ways to Manage Life Insurance Proceeds After a Spouse Dies – Forbes.com, May 28, 2019
Three Thieves Stealing From Your Business - Daily Herald Business Ledger, January 16, 2019
Democrats Take Aim at State’s Business Climate – Alton Daily News (WBGZ Radio – Illinois Radio Network) , December 7, 2018
Tax Reform 2.0 Features Permanent Individual Income Tax Cuts and Streamlined Savings - Illinois News Network, July 30, 2018
Illinois’ Pension Buyout Plan Savings Depend on Volunteers - Illinois News Network, June 8, 2018
5 Wealth Management Tips for Baby Boomer - Daily Herald Business Ledger, November 6, 2018
Think Divorce is Miserable? - The Slate Magazine, March 18, 2016
John Bever on Chicago's Afternoon news Wintrust Business Hour with John Williams
Noon Business Hour Interviews with John Bever.
Jim Uren on The Morning Drive with Steve Cochran
07-06-2024 - Reallocate for Retirement
02-23-2024 - Good News Economy
01-22-2024 - Inflation, Interest Rates & Investing
10-13-2023 - Investing for the end of 2023 and into the 4th year of the Presidential Cycle
09-18-2023 - Money Does Equal Happiness...to a Point
08-25-2023 - Still Looking out for a Recession
08-07-2023 - Empty Nest, Full Wallet: How parents can maximize finances when their kids fly the coop
07-28-2023 - Could this Bull Be Getting Tired?
06-09-2023 - WGN Wintrust Business Hour: Market Update with John Bever
05-12-2023 - Are We Addicted To Not Balancing Our Budget?
03-17-2023 - Impact of SVB on The Market
02-17-2023 - Market Overview & 5-Year Planning
01-13-2023 - WGN Wintrust Business Hour: Market Update with John Bever
12-09-2022 - WGN Wintrust Business Lunch: December's Market Prediction & the Future of Crypto
11-08-2022 - WGN: Wintrust Business Lunch - The Market Rollercoaster
10-14-2022 - WGN Wintrust Business Lunch with John Williams: The Elephant In The Room - INFLATION
8-15-2022 - WLS Morning Drive with Steve Cochran: Jim Uren Discusses Widowed Spouses
6-10-2022 - WGN Wintrust Business Lunch - The Fed is on the Move: Weather This Market Storm.
5-13-2022 - WGN Wintrust Business Hour: What can we expect from this inflationary cycle?
4-15-2022 - WGN Wintrust Business Lunch - Balance Sheet Runoff
2-24-2022 - WGN Wintrust Business Hour with John Williams - Is it Russia or the New Fed Policy?
2-01-2022 - WGN Business Hour with John Williams - Market Correction Update
1-13-2022 - Wintrust Business Lunch
12-31-2021 - Year End Tax Planning Includes Year End Market Review
12-07-2021 - Build Back Better
9-20-2021 - Chinese Real Estate & Your 401(k)
6-25-2021 - What’s driving the positive outlook on Wall Street?
6-14-2021 - What are Meme stocks and should you invest?
5-14-2021 - Market volatility shouldn't be feared
4-16-2021 - What's going on in the market? Hint: Spring is here.
7-6-2020 - Fireworks in the Market Create a Good Time to Sell
4-27-2020 - Good Coronavirus News Pushes Market Higher but Trouble Could Lie Ahead
4-8-2020 - MARKET RESISTANCE - Possible Test of the Lows
1-28-2020 - MARKET RALLY - Take Profits and Wait to Buy?
11-5-2019 - MARKET AT NEW HIGHS - Where to Invest Now
10-1-2019 - HOW TO MANAGE UNCERTAINTY - As the ISM Signals Contraction
9-19-2019 - INVESTING FOR INCOME - $4.7 Trillion Balance Sheet
8-26-2019 - GENERAL MARKETS – Uncertainty and Tweets Move Market
7-3-2019 - THE FUTURE OF INTEREST RATES – Market Rally, Opportunity to Sell
5-7-2019 - MARKET SELLS OFF ON TARIFF TANTRUM
2-28-2019 - TECH DISAPPOINTS & STOCK PAUSE AT 2820 LEVEL ON S&P 500
11-19-2018 - DOW DROPS 400 POINTS & APPLE TUMBLES – Dollar Cost Average & Watch for S&P 2590
10-10-2018 - STOCKS ARE VULNERABLE TO A DECLINE – It’s October, Take Some Profits
8-21-2018 - LONGEST BULL RUN EVER – Not Over Yet, But Raise Some Cash and Diversify
7-17-2018 - ECONOMY IS JUST RIGHT – Market is Responding to Fundamentals
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Dollar-cost averaging does not ensure a profit or protect against a loss in declining markets. This investment strategy involves continuous investment in securities, regardless of fluctuating price levels. An investor should consider his/her financial ability to continue purchases in periods of low or fluctuating price levels
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Small caps also experience higher volatility than larger firms, so the opportunities of small caps are best suited to investors who are willing to accept more risk in exchange for higher potential gains. The securities of smaller, less well-known companies can be more volatile than those of larger companies.
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