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Archive for August 2020

[Video] Custodial Accounts: Non Tax Advantaged Savings Account

[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.

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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

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