Our Blog

Perspectives and strategies on the financial complexity we specialize in handling. Written by the Three Sixty team for the ones we serve across Central Illinois and nationwide.

No Articles Found

Try a different search term or browse all categories.

Tax Planning July 2025

One Big Beautiful Bill: What It Could Mean for Your Financial Plan

A breakdown of the new law's tax, retirement, estate, and small business provisions, and what they could mean for your financial strategy.

5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life

Five ways a financial advisor can bring meaningful value as you navigate the transition to a post-pandemic financial life.

Tax Strategies for High Earners

Tax-focused strategies for high earners, including backdoor Roth IRAs, tax-focused gifting, and tax-loss harvesting.

Value vs. Growth Investing: What Is the Difference?

Understanding the key differences between value investing and growth investing, and how each approach fits into a diversified portfolio.

Back to School: 5 College Planning Mistakes to Avoid

Five common college planning mistakes parents make, and how to avoid them while building a strategy to fund higher education.

5 Myths About Generational Wealth You've Likely Heard

Common myths about generational wealth, and what families need to know about successfully preserving wealth across generations.

Have Questions About
Your Financial Situation?

Our blog is a starting point. What you need is a conversation built around your specific situation, not a general one. Reach out to see if we are a fit and start that conversation.

See If We're a Fit