Industry news and hands-on experience 

An update on Q3 of 2026 and how the Midterm Elections can impact your investments.

Market Update Video: Stock markets rally in Q2 of 2026 and investors are watching the conflict in Iran, oil prices, and inflation as we move into the second half of the year.

Click here for a short video summarizing a difficult Q1 of 2026, and what to expect moving forward.

View insights into the last quarter of 2025 and what we are keeping an eye on as we begin a new year.

Q3 2025 Market Update - A timely commentary paired with an engaging video make the Quarterly Market Insights one of our most-anticipated pieces each quarter.

Discover year-round tax planning strategies with Jon Andrew, financial advisor at Heights Wealth Management in Peoria Heights, IL. Learn about RMDs, Roth IRAs, Roth Conversions, and charitable giving for high-net-worth investors.