Adam Schwartz

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Adam Schwartz We make a difference in our clients' lives by continuously understanding their unique and changing financial needs. Check out our website at mgfs.net.

From there we tap into our years of experience with a commitment to their success. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
07/07/2025

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
04/07/2025

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Could your portfolio benefit from a zero-coupon bond?
03/07/2025

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
02/07/2025

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

You've allocated your assets; you just may not realize it yet.
01/07/2025

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
30/06/2025

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

With increasing wealth comes unique financial challenges.
27/06/2025

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
26/06/2025

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
25/06/2025

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Second homes have unique risks and insuring them is different than a primary home.
24/06/2025

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Address

1801 S Meyers Road Ste 150, Oakbrook Terrace
IL

Telephone

+16302423331

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