Investing
We believe that money should empower people – not hold them back.
No matter what shape your finances are in, our experts are here to provide trusted advice and resources to help you make educated decisions about your personal and business finances. We’ll also help you find the tools and customized services that will put your money to work.
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Articles of Interest
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A Beginner’s Guide To Investing in Stocks and Mutual Funds
You have a dream, but you’re not sure how to fulfill it. Whether you want a cozy retirement home, a classic automobile, or a secure retirement, investing in...
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A Closer Look at Your Risk Tolerance
What type of investor are you? Aggressive and risk tolerant? Conservative and risk averse? Or somewhere in the middle? Your ability to tolerate risk...
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An Investment Checklist
There is a steady flow of information investors can tap: economic data, daily changes in the markets and investment values, corporate earnings reports,...
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Asset Allocation: It IS a Big Deal!
Taking a vacation this summer? How much time did you spend poring over travel sites on the Internet or talking to a travel agent? Would you say you spent as...
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Buying Investments? Ask “What, Why, and How”
"Haphazard" is not a word that should ever come to mind when you're buying investments for your portfolio. Taking a deliberate and thorough approach is the...
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Diversification Means More than You Think
Mike and Denise* own a home in their town's most desirable neighborhood. Denise is a chemist with a pharmaceutical company — the town's largest employer....
Get to Know Us
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Thomas Gallagher, CTFA
Senior Vice President, Managing Director217.321.3417 -
Sheri Pulliam
Vice President, Senior Trust Officer217.321.3416 -
Jennifer Stice, CTFA
Trust Officer217.321.3415
