Quarterly Market Insights | October 2025
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.
Tax Strategies For High Net Worth Investors
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.
2025 Mid Year Update
As we pass the mid-year mark, Heights Wealth Management provides clients with an update to a stock and bond market that has been anything but normal in 2025.
How Big Should My Emergency Fund Be?
This blog explains how much you should save in an emergency fund based on your financial situation, job stability, and lifestyle. It provides practical tips on building and maintaining a safety net to handle unexpected expenses confidently.
September is National College Savings Month
Learn tips from Jon Andrew with Heights Wealth Management for saving for college in honor of National College Savings Month in September.
5 Steps for Handling an Unexpected Tax Bill
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.