by Bill Ulivieri | Aug 24, 2015 | Newsletter Blog
August 21, 2015 (posted Monday, 8/24) My close friend, and sole proprietor of an energy business, is fond of saying “Work would be great, if it wasn’t for the people”. This week Walmart announced they missed their earnings target due to shrinkage....
by Bill Ulivieri | Jul 3, 2015 | Newsletter Blog
Dear Clients and Friends, “The Game of professional investment is intolerably boring and over exacting to anyone who is entirely exempt from the gambling instinct: Whilst he who has it, must pay to this propensity the appropriate toll.”...
by Bill Ulivieri | Jun 2, 2015 | Newsletter Blog, Uncategorized
To RSVP for “The 30 Minute Fiduciary Lunch & Learn Series in Glenview,IL Click Here! or Call 847.686.4800 and ask for Bill!
by Bill Ulivieri | Jun 1, 2015 | Newsletter Blog
This month in history: June 1900 ...
by Bill Ulivieri | May 22, 2015 | Newsletter Blog
I had a client meeting last week with a couple heading into retirement. The husband turns 60 this year and was offered an early retirement package by his company. He could choose between a “lump sum” retirement distribution or receive a $2,300 check every...
