Investment Impact of Ukraine Invasion

March 10, 2022

No doubt you’ve been watching the escalating situation with Russia and Ukraine.  Here’s two observations for investing in uncertain times.

Read More
Consolidating Retirement Accounts

Consolidating Retirement Accounts [Video]

March 1, 2022

[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?

Read More
financial planner deer park barrington il saving for the future surprised by inflation

Don’t Get Surprised By Inflation! [Video]

March 1, 2022

Inflation is something we watch closely and have written about many other times.  The cost of something in the future will likely go up.

Read More
Is the 60/40 Portfolio Dead

Is the 60/40 Portfolio Dead?

February 17, 2022

Is the classic 60/40 portfolio for retirees dead? Many commentators believe so. We’re not convinced the 60/40 portfolio is dead, but discuss why people are saying this and what we recommend to current retirees.

Read More
Financial Design Studio financial love

Financial Love Skill [Video]

February 12, 2022

With Valentine’s Day, I want to share the acronym L.O.V.E.  This financial love skill, can help make you successful in your financial plan.

Read More
First Quarter 2022 Financial Planning & Investment Newsletter

Financial Planning & Investment Newsletter

February 3, 2022

First Quarter 2022 Financial Planning & Investment Newsletter| Will Value Stocks Beat Growth Stocks in 2022?| Get Organized: Your Accountant Will Thank You!| and more!

Read More