Take Control of Your Financial Narrative Blog

With John B. Bennett, CFP®, and Boyer and Sappenfield Investment Advisors, we never make investment decisions based on short-term market movements. Your strategy is built with long-term goals in mind, and our role is to keep that plan on track, no matter what the market is doing today. We continually review your portfolio to keep your investments aligned with your life goals, adjusting when necessary to keep you moving forward toward financial stability.

Learn how to balance your current financial needs with your future goals. John B Bennett, CFP® is a financial advisor with Boyer and Sappenfield Investment Advisors based in Central Illinois.

With the inauguration of President Trump and the Administration’s quick implementation of new initiatives, especially tariff policies, markets have been roiled over the past quarter. Keep up to date with our quarterly review and learn what you can do to stay on track with your investments and financial plan!

Money Moves: Pay Down Your Mortgage or Invest?

Investing is a critical step toward building wealth for your future, but with so many options available, it can feel overwhelming for the average investor. Whether you’re considering stocks, bonds, retirement accounts like a 401(k), or real estate, following key investment principles can help you strengthen your financial future wisely.

Building wealth involves more than just accumulating a large account balance; it also entails understanding how money moves, grows, and how to make it work for you. Cash flow is the fundamental principle that supports all effective wealth-building strategies. Essentially, mastering cash flow is the key to releasing your wealth potential and pursuing a solid financial future.