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!
The Virus vs. the 2020 Election
The stock market has been weak of late and the key question is what’s causing it. We look at the two most likely culprits and what that means for the investment outlook. | Financial Design Studio
How to Improve Cash Flow -Business Owners[Video]
[Video]Business Owners-How to Improve Cash Flow| We are going to talk through a Cash Flow Statement which highlights the inflows and outflows of cash. And for every business owner, cash is life! It’s what keeps the business going.
October 2020 Financial Planning & Investment Newsletter
Investment Newsletter: Who’s Ready for the Election? | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Who’s Ready for the Election?
Investors have their views about what the election of one or the other will mean for the stock market. Oftentimes, the worst fears of these investors never came to pass. History can be a good guide to keep investors grounded heading into an uncertain period.
Asset Location [Video]
[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes. Taxes are a fact of life and we can’t avoid them forever. However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.
It’s a Home Seller’s Market!
One of the more remarkable things we’ve seen over the last 7 months of the COVID pandemic is the uninterrupted strength of the housing market. After a brief dip in March and April, home sales have been on fire. The question for prospective buyers/sellers of homes is whether now is a good time to buy/sell.
Alphabet Soup of the Economic Recovery
Watch CNBC or Fox Business for any length of time and you’ll eventually hear someone talk about a “V-shaped” or “L-shaped” recovery for the economy. But what does this alphabet soup mean for you? | Financial Design Studio
Business Owners: Set Up Repeatable Monthly Bookkeeping Tasks [Video]
[Video]Business Owners: Set Up Repeatable Monthly Bookkeeping Tasks| How do you set up an accounting structure so everything is in place where you can get reports and know the health of your business? Let’s talk about some monthly repeated tasks you can do every month, every period, and every year.
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.
