Heights Wealth Management

04/21/2026

The first quarter of 2026 is behind us, and it was anything but quiet. From the conflict in Iran to interest rate and inflation questions. Click here to view a recap of Q1 and what we're watching over the next few months.

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up an...

10/14/2025

Click here for a short video giving our Q3, 2025 Market Update and what to look for in the last quarter of the year.

U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporate results, resilient consumer spending, and a long-anticipated Fed rate cut all fueled momentum. Globally, the MSCI EAFE Index rose over 4%, with China, Korea, and Japan posting st...

08/21/2025

Discover tax strategies used by High-Net-Worth Investors to protect their investments from being over-taxed.

Discover year-round tax planning strategies with Jon Andrew, financial advisor at Heights Wealth Management in Peoria Heights, IL. Learn about RMDs, Roth IRAs, Roth Conversions, and charitable giving for high-net-worth investors.

07/24/2025

Click here to view our Mid-Year Update to understand a stock and bond market (and investment opportunities) in a year that has been anything but normal.

https://heightswealth.com/insights/2025-mid-year-update

11/14/2024

If you are interested in being a vendor at Kris Kringle Market in the Heights please fill out the form below:
https://docs.google.com/forms/d/e/1FAIpQLSch1dmIhGq-fbXZd_HA8OQRyqbXUoQKSHS4Qy6MhCv7WsqOUw/viewform

09/18/2024

We're excited to team up with Morton Community Library and Arcadia Care to be a part of the "Aging Artfully" series! More info below, or visit www.mortonlibrary.org

09/13/2024

https://heightswealth.com/insights/september-is-national-college-savings-month

September is National College Savings Month! Use this month as an opportunity to learn more about how to save for college.

06/15/2024

We are so grateful for everyone that chooses to do business with us, and so happy that over the years our clients become close friends.
We look forward to our cookout every year and yesterday did not disappoint!
Special thanks to Hick'ry Stick for the phenomenal BBQ (as always) and Jenna Andrew/Blossom Acres for the beautiful flower arrangements!

04/24/2024

Working the Easterseals Telethon until 6pm taking donations in honor of Jeremy Howe.
We’ll be on WMBD, you can call 309-688-2022 or my cell to make a donation.
Or use Venmo below and comment “Team Jeremy”

04/11/2024

The tax deadline is almost here! Hopefully you're receiving a refund, but if you owe, you have options.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.