When I’m not working, one of the things I enjoy is fishing – partially because there are usually no cellphones on the river and no internet on the boat. But there is a lot of preparation before I even get to the river. One of my favorite memories is of fishing on the Yampa River […]
I have always been interested in what makes businesses successful, and I love watching business owners grow their ventures. It’s so rewarding to help them maximize their potential. Some are first, second, and even third generation business owners, and it’s intriguing to help navigate those changes. I like to help prepare business owners for an […]
Get ready for a tour of HighTower’s process that addresses clients’ advanced planning needs! In today’s episode, Tim Scannell discusses the wealth management process at HighTower Great Lakes. He sheds light on how he gets to know clients during the first stage called the discovery process and which types of information he is most interested […]
Hightower Great Lakes empowers clients to live their best lives. We help you navigate your journey to a secure financial future and help guide you as you overcome challenges to your financial goals. I love to fish and use the metaphor of looking downstream to view the impact of your wealth and its meaning to […]
Are you looking for a way to ease your tax bill and attract employees to your company? In this episode, Tim Scannell interviews special guest Mary Stines of Crowe LLP. Mary uses her immense knowledge of taxation and years of experience to answer all of your questions about cash balance plans (CBPs). She even provides […]
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage along the way to maximize […]
The final quarter of 2019 is here. Like many previous Octobers, the tenth month of 2019, has started with a dud. Early last week, on the first trading day of October, all major indices finished down more than 1%. October is generally thought of as a ‘worst month’ for the markets. This was a misnomer however, […]
At some point in your life, you probably have heard about the importance of developing a budget. But, why is a budget so important? Perhaps you simply spend what you must and save whatever’s left over. Or, perhaps you spend all you have and borrow or charge anything else that you need. In either case, […]
Are you overly concerned with your return on investment? Well, it turns out that there are more life-altering factors to consider than ROI. In today’s episode, Tim Scannell introduces a perspective-changing approach called “return on life.” He explains how this process differs from a return-on-investment focus and explains why ROI is only one part of […]
‘Sell in May and go away.’ We can officially add that one to the list of old trading clichés that don’t work in today’s financial marketplace. Summer used to be a quiet time in the markets…most of the financial service pros would leave their NY offices and head to a vacation home somewhere with limited […]
HighTower Great Lakes is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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