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!
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.
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
