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!
Investment Portfolio Rebalancing : Passive vs. Active [Video]
[Video] Investment Portfolio Rebalancing: Passive V.S. Active | One of the most important parts of investing your money for long-term goals such as retirement is to make sure you are rebalancing your portfolios often so they are on track and you are not taking on too much risk or too little risk with your investments.
Data Security Overview [Video]
[Video] Data Security Overview: Lock down your passwords, update your router settings, and protect yourself on public wifi with a VPN service
How Did You Spend Your Stimulus Check?
How Did You Spend Your Stimulus Check? | How was your stimulus check spent? | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
July 2020 Investment Newsletter
Investment Newsletter: Are we in a bubble? | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Need More Time? Your Financial Advisor Can Help [Video]
Do you have enough time? What about for your finances? Do you need more time, your financial advisor can help.
Fewer Eggs In The Basket
The stock market is being driven higher by fewer and fewer stocks. Why are investors favoring these companies and ignoring the rest of the stocks?
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Coordinate Your Accounts Together [Video]
[Video] Investing: Coordinate Your Accounts Together | Set up one day each month where you review all your investments and accounts to make sure items don’t get overlooked.
Nasdaq 20 Year Comeback Story
Why did it take more than 20 years for the Nasdaq to overtake the S&P 500 after the Tech Bubble burst? We look at the performance of these two indexes in this week’s post.
Employee Benefits: Open Enrollment, The Most Valuable Benefits [Video]
[Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits | Three very important benefits to make sure you are utilizing them to the best extent you can
The 100 Year Loan
What’s driving the ability of Austria to issue 100 year bonds as extremely low interest rates? It’s the same policies that have driven stocks higher.
Financial Goals: Are We There Yet?[Video]
[Video] Financial Goals: Are We There Yet? | Do you know what your end goal looks like?
Economic Insight From Restaurant Booking Trends
On a recent trip to Tennessee my family and I enjoyed our first sit-down visit at a restaurant in over 3 months. It was awesome to eat some good food AND not have to clean dishes! What economic insights can we get from restaurant booking trends? One of the biggest casualties from COVID is the…
