Passionate Investing

An Investment Advisor and the Rock Island/Milan First Day Fund

When I was a little girl, I loved school.  I own it: I was a geek.  I loved learning, I loved being the first one to raise my hand, I loved writing papers...I even loved taking tests.  One of my favorite things was going school supply shopping with my mom in August.  I would--bear with me--thrill to pick out my folders and pencil case and smell the new crayons and write my name on everything when…

An Investment Advisor Talks About Your "Emergency Account"

According to the latest data reported by CNBC, 57 million Americans have zero emergency savings.  This equates to 24% of all adults, but, more disturbingly, a full 32% of young "Boomer" adults ages 53 to 62.  This age group, nearing retirement and most in need of savings, represents the largest demographic of the general population with no savings.  What this means, in very real terms, is that these…

An Investment Advisor Mentors a Family

I started mentoring Nikki when she was in Kindergarten.  We ate lunch together every Thursday for 13 years.  Her senior year at Central High School in Davenport, we were honored with the 1st Annual Award for "Most Amazing Match".  When I watched Nikki cross the stage at the I-Wireless Center in 2015 to accept her high school diploma, I cried like a fool.  She has two beautiful children: Zion, 4…

An Investment Advisor Talks About "Your Number"

A professional advisor, after listening to your goals and dreams, can build a plan and use a retirement income calculator to come up with "your number".  "Your number" is that amount of financial assets needed to fund the retirement that you want.  Most experts say you should plan on funding 70%-80% of your pre-retirement income while in retirement.  That's very subjective and depends on your particular…

An Investment Advisor Celebrates Christmas

Myiah, my "Lil' Sister" through Big Brothers/Big Sisters, brought me so much joy when I celebrated Christmas (which was also her 9th birthday!) with her this week.  Circa '21 is a gem in our Quad-Cities community: a dinner/theater showplace where folks have been enjoying quality local theater productions for over 40 years.  Myiah and I attended a childrens's show, "Fancy Nancy's Splendiferous Christmas"…

An Investment Advisor Talks About Preparing for Retirement

Throw out the mindset that retirement is an arbitrary age like 62 or 65.  Instead, retirement should be the point at which you reach a certain level of financial security that will sustain you throughout your retirement years.  Financial security means a lot of things.  Unless you are forced to retire due to health-related issues, pay off your mortgage, credit card debt and any student loan debt…

An Investment Advisor Volunteers at Our Lady of Lourdes

Our Lady of Lourdes Catholic School is a small Pre-K through 8th grade elementary school in Bettendorf, Iowa.  It makes me smile to begin every week by volunteering there on Monday mornings.  I first help in Mrs. Driscoll's 6th grade math class.  I love working one-on-one with the students!  It makes me feel so great to see the "lightbulb" come on in a student's eyes after I help with a percentage…

An Investment Advisor With Dr. Jill Biden

I was so humbled to be recognized during the November 3rd YWCA event, "100 Years, 100 Honored" which honored Dr. Jill Biden and 100 Influential Citizens of the Quad-Cities Community.  Meeting Dr. Biden one-on-one and getting the opportunity to snap a picture with her to commemorate the event will always be a "once-in-a-lifetime" experience!  She is truly a role model: educator, advocate, political…

An Investment Advisor Talks About Stocks

Even older retirees need to invest in stocks for growth in order to protect the value of their purchasing power during periods of rising inflation.  I've talked to retirees who tell me they can't invest in stocks as they won't have enough time to "make up the loss" if there's a market correction.  There will always be market corrections--in both the stock and the bond markets.  Here's the thing,…

Proud to Be on the Board of the Amy Helpenstell Foundation

I am so privileged to be part of the Board of the Amy Helpenstell Foundation.  Amy was brilliant, funny, caring and a savvy businesswoman.  She was the CEO of A.D. Huesing Company before she passed in 2003.  Amy was my best friend and she will always be greatly missed by our Quad-Cities community and all those that loved her.  Amy lives on in the legacy that she made sure would continue after her…

Solutions for Balance and Certainty