Meeting Life’s Challenges
On September 4, 2015, Aequus Wealth Management Resources and The Planning Center, Inc. officially merged. The combined companies, now boasting even more talent and experience with which to serve you, will go forward together as The Planning Center, Inc. While this site will be moving in the future, it will remain in operation during the transition process. For additional news, information, and developments, please continue to visit this web site. You may visit The Planning Center web site by clicking the link below. Thank you.
Enjoy a life well lived. Call Nancy today at (312) 664-4090 to set up an appointment with an Aequus advisor.
Updates & Insights See all »
Imagine a situation in which some or all of the following circumstances were to happen to you. Marlene, the matriarch of a family, is a youthful widow who is active, fiercely independent, and living on her own. Her adult daughter and son are both married and busy with their own broods,...Read more »
by Matthew Sivertsen
A recent article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients to “say ‘yes’ to the financial advisor who will tell you ‘no.’” His article points out the daily dilemma that all...Read more »
by J.J. Sessions
Much has been said and written of late about an article by Neal Gabler that appears in The Atlantic Magazine entitled The Secret Shame of Middle-Class Americans. The article addresses the Federal Reserve Board’s study monitoring the financial and economic status of...Read more »