iBi - April 2017 | peoriamagazines.com

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The Emerging Era of Fintech

by Jonathan Wright

Peer-to-peer lending, digital payment technologies, robo-advisors, insurtech, the blockchain. Can legacy companies adapt to this changing world… or will they be consumed by it?

Jan Wright, Publisher, iBi

With so many decisions out of our control—and with politics as broken as the healthcare and tax systems Congress is attempting to fix—how do we plan responsibly for the future?

Trust, Discipline and Steady Growth

by Liz Scoville

For four decades, DVI has adhered to the client-centric values of its founder, offering stability and integrity in the face of financial storms.

Present Trends and Future Indicators

A Conversation with Dr. Joshua Lewer, Bradley University

iBi sat down with Dr. Lewer to discuss the state of the national and local economy, the rise of economic populism across the globe, income and wealth inequality, and the economic impact of tax policy and federal spending.

Living in a Carefree Home

by Terry Bibo

Photography by Greg Neaveill

R.G. LeTourneau’s past innovation is a present dwelling… and a future museum exhibit.

Q&A with Brad Halverson Caterpillar Inc. Growing up in Delavan, Brad Halverson admired his father’s work on the third shift at Caterpillar’s East Peoria plant. Today, he's a group president, CFO and 29-year veteran of the company.	Looking Back at Lessons Learned by Kip McCoy Central Illinois Angels Since forming in 2009, Central Illinois Angels has learned—and adopted—best practices for angel investing.
The Importance of Trust in Banking by Shaun Heuerman Morton Community Bank In our industry, there’s one thing you cannot do: break trust.	Building Wealth From the Ground Up Cathy Butler - Morgan Stanley If you are coming into wealth for the first time, a unique set of challenges presents itself.
Application of the Illinois Credit Agreements Act to Commercial Loans by Emily H. Wilburn Quinn, Johnston, Henderson, Pretorius & Cerulo Both lenders and borrowers must understand this powerful tool.	Grab These Business Tax Savings While They Last by C. Mark Colvin CliftonLarsonAllen Nothing is ever permanent—so take advantage of these opportunities before the laws change.
IRA vs. 401(k): Know the Rules Daryl Dagit - Savant Capital Management Tips on rollovers, the withdrawal penalty and paying the fees…	Underutilized Tax Incentives in Architecture, Engineering and Construction by Aaron Roy Coffeen Engineered Tax Services Learn more about these commonly underutilized tax incentives… and maximize their impact.
Money Matters for Millennials by Philip Schmidt Witzig Financial Strategies Despite holding different priorities than previous generations, money does matter to Generation Y.	New Standards for Financial Literacy Mary Pille, Junior Achievement of Central Illinois Personal finance education is best when started at a young age.
Lessons to Develop Financial Wisdom by Maggie Classen The Antioch Group In this ever-changing world, the need for financial understanding is more important than ever.

Region

Achieve the Vision

Mayor Jim Ardis - City of Peoria
Our Responsibility as Stewards

David Zimmerman, Tazewell County Board
Audits in County Government
G. Allen Mayer - Peoria County Board
Downtown Development Moving Forward
Michael Freilinger - Downtown Development Corporation of Peoria