We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
High-Income Earner’s 401(k) Mistake [Video]
[Video]High-Income Earners 401(k) Mistake. We all know that each year in our 401(k) we have a maximum amount we can save. But what if you earn too much to contribute your full amount? Be sure and know the options you have before missing out on these savings.
September Investment Newsletter -2020
Investment Newsletter: Entering a Brave New World | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Investing in an Inflationary Environment
We believe two recent events may mark an important shift in the long-term investment landscape. Modern Monetary Theory and the Fed’s battle to increase inflation could have a profound impact on investment strategy. How can we deal with this change?
When to Incorporate? Credit Protection [Video]
[Video] When to Incorporate? Credit Protection| When lots of people think about incorporating their business they tend to think of the tax advantages they may get instead of the liability protections. That’s actually what I want to encourage you to think about today.
Releasing Some Steam
Large growth stocks have had a relentless march higher since the COVID lows seen in the Spring. In the last week, we saw these same stocks drop a lot in just a few days. Is there more to come or is this just a healthy move?
5 Ways to Improve Business Accounting and Budgeting [Video]
[Video] 5 Ways to Improve Business Accounting and Budgeting| We have been talking to our business owners on ways to improve operations, legal structure, and accounting. Here are five ways you can improve the accounting or budgeting process that you have.|Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Economic Bounce Underway
Economic data since the onset of the COVID crisis has been grim. But a recovery is happening and recouping a good portion of what was lost.
| Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Like It Never Happened
How’s it possible that stocks can be at highs when we’ve just experienced a once-in-a-lifetime economic shock? | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Custodial Accounts: Non Tax Advantaged Savings Account[Video]
[Video] Custodial Accounts: Non Tax Advantaged Savings Account | Maybe you’re trying to plan for your child’s future and all the options you look at help you cover college expenses but you just want to save for their future, not only college. You understand that there are tax benefits to saving in college savings accounts, but you want flexibility for how the funds will be used.
The Nifty Fifty
The concentration of the stock market harkens back to the Nifty Fifty Era of the late 60’s and early 70’s. While no two periods are the same, it’s a good time to dust off the history books on the Nifty Fifty to see how that played out. | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
August 2020 Investment Newsletter
Investment Newsletter: Revisiting the Nifty Fifty Era | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Stocks are Splitting
Stocks are Splitting | Why are companies splitting their stocks all of a sudden? | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
