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Harrison Wallace Financial Group Ltd.

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Libertyville, IL
Harrison Wallace Financial Group Ltd.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM,LLC as to accuracy or completeness.

06/24/2026

Your first required minimum distribution is more than a retirement deadline.

It can affect when you withdraw, how taxes are handled, and how different retirement accounts work together.

Before that first RMD gets close, it helps to understand the rules and the choices that may come with them. https://harrisonwallace.com/insights/blog/planning-for-your-first-required-minimum-distribution-in-retirement/

06/22/2026

The Fed held rates steady last week.

That part was expected.

What investors didn’t get was much of a roadmap.

Kevin Warsh’s first meeting as Fed chair left markets trying to read how the Fed may respond if inflation stays elevated.

Stocks recovered after the initial reaction, but the path forward still feels harder to read. https://harrisonwallace.com/insights/blog/market-commentary-markets-test-but-dont-fear-the-new-fed-chair/

06/20/2026

Retirement confidence should be based on more than a gut feeling.

Your savings, expected expenses, and investment style can all shape the bigger picture.

Our Retirement Readiness Quiz can help you take a quick look at where you stand and what may need another look. https://harrisonwallace.com/retirement-planning-quiz/

06/19/2026

No one wants important decisions left unclear.

Who receives what. Who manages the details. Who steps in if you can’t.

Those questions can get more complicated as your financial life grows.

This guide explains how wills and trusts can help bring structure to the people, property, and decisions that matter. https://harrisonwallace.com/insights/blog/estate-planning-simplified-understanding-wills-trusts/

06/17/2026

Retirement spending can be harder to plan for than many people expect.

Fixed expenses are usually easy to list. The harder part is accounting for the discretionary spending, one-time purchases, and lifestyle changes that can add up once retirement begins.

A stronger spending plan starts with more realistic assumptions. https://harrisonwallace.com/insights/blog/dont-blow-your-budget-tips-to-create-your-retirement-spending-plan/

06/15/2026

The S&P 500 didn’t move much last week.

But that doesn’t mean the market was standing still.

While some big technology names cooled off, other areas of the market were holding up better than the headlines suggested.

For investors, that’s the part worth looking at more closely. https://harrisonwallace.com/insights/blog/modest-sp-500-gains-mask-improving-market-breadth/

06/13/2026

It’s easy to focus on how much you want your portfolio to grow.

The harder question is how much risk you’re willing to take along the way.

Our Investment Risk Tolerance Quiz can help you better understand your comfort level, expectations, and investing mindset. https://harrisonwallace.com/risk-tolerance-quiz/

06/12/2026

Social Security timing is more personal than many people realize.

Waiting can increase monthly benefits for some retirees. For others, claiming earlier may help address cash flow needs, survivor benefit decisions, or pressure on investments during a difficult market.

The key is knowing which scenario actually applies to you. https://harrisonwallace.com/insights/blog/claiming-your-social-security-benefits-early-when-it-may-not-pay-to-wait/

06/10/2026

Estate planning can feel like one of those things you know matters, but keep pushing off.

That makes sense. It asks you to think through your assets, your wishes, your family, and the people who may need to make decisions later.

Our Estate Planning Checklist can help you see what’s already handled and what may still need attention. https://pages.harrisonwallace.com//LDtAAO_resource?guidekey=estate-planning-checklist

06/08/2026

Good economic news does not always get a good market reaction.

The S&P 500 sold off Friday after a stronger-than-expected jobs report, ending a nine-week winning streak.

But one day rarely tells the whole story.

This week’s commentary looks at why the move may say more about profit-taking and rate expectations than a major shift in the economy. https://harrisonwallace.com/insights/blog/markets-good-news-is-bad-news-response-to-jobs-report-may-actually-be-good-news/

Address

728 Florsheim Drive Suite #12
Libertyville, IL
60048

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18472819898

Website

http://www.harrisonwallace.com/

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