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Harrison Wallace Financial Group Ltd.

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Libertyville, IL
Harrison Wallace Financial Group Ltd.

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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.

10/27/2026

We’ve heard the complaints about lack of breadth in the market—too few stocks are driving recent rallies.

Well, now we have more breadth. But is it a good thing? Get our insights in the latest Market Commentary: https://harrisonwallace.com/insights/blog/market-commentary-market-breadth-returns-but-may-not-be-what-investors-want

10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://harrisonwallace.com/college-readiness-quiz/

10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://harrisonwallace.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.

Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them: https://harrisonwallace.com/insights/blog/5-common-business-exit-planning-mistakes-and-how-to-avoid-them/

10/20/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary: https://harrisonwallace.com/insights/blog/market-commentary-its-all-one-big-ai-trade-now-and-more-on-midterms/

10/17/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional non-deductible contributions may be available to your household: https://harrisonwallace.com/calculator-roth-ira-traditional-ira/

10/16/2026

In a world that seems ever-changing, planning for retirement can feel overwhelming. Are there blind spots in your plan that could cause concern down the road?

We’ve got four advanced strategies that can help cover any potential blind spots—helping to maximize your retirement and make your money last. https://harrisonwallace.com/insights/blog/next-level-retirement-planning-advanced-retirement-strategies/

10/14/2026

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.

Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: https://harrisonwallace.com/insights/blog/7-financial-planning-tips-for-small-business-owners/

10/12/2026

What a ride the past four years have been. With so many seeing a recession ahead in late 2022, we were bullish. And four years later, we still think this bull may have more room to run.

But how will the upcoming midterm elections affect the market? Get our insights in the latest Market Commentary: https://harrisonwallace.com/insights/blog/market-commentary-the-bull-turns-four-and-a-look-at-the-midterm-election/

10/10/2026

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://harrisonwallace.com/401k-calculator/

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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