Ed Scheer, MBA, CFP, CHSNC - TriWealth Partners

Thanks to The Cove School (Northbrook, IL) and Shure as a lead sponsor for the annual 5K “One Step at a Time” fundraiser. This guy came home with the big prize for finishing 1st overall. Just lucky this year…

Cove School 5k - Clancy & Associates The Cove School will hold its 14th annual 5K Community Walk/Run on Saturday, September 6, 2025 at the beautiful Independence Grove Forest Preserve in Libertyville, IL. Come individually or create […]

Ed Scheer

Cove School One Step At A Time The Cove School One Step At A Time is on Saturday September 6, 2025.

Come out and run with my during my son's school fundraiser on September 6th! The Cove School

Cove School One Step At A Time The Cove School One Step At A Time is on Saturday September 6, 2025.

How true is this? (Very!)

We are hardwired to protect ourselves. We avoid danger and seek out places in which we feel safe. #TheInfiniteGame #TrustingTeams

It was a great time working with fellow parents at the Haunted Halloween event at The Cove School event yesterday. There was a lot of horsing around too!

When investing into the S&P 500 through an index fund, there comes certain risks. One of the risks getting a lot of attention right now--for good reason--is the concentration of returns by a handful of companies. If these companies suddenly slow down, the index's returns will be severely impacted. Additionally, with so many retirement plans being invested in broad index funds, your account may get whipsawed if major sentiments are to move out of the index. The "safety" of the index carries some hidden risks. Check out this article from American Funds which describes the risks of concentration.

American Funds

When the financial markets drop quickly, how do you react?

Why 401 (k) investors ignore 'keep cool' advice when markets tank 401(k) participants keep on selling during market downturns despite being told repeatedly to chill with long-term investments, according to a new report.