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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

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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.

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Financial Goals: Are We There Yet?[Video]

[Video] Financial Goals: Are We There Yet? | Do you know what your end goal looks like?

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fee only financial advisor deer park barrington chicago Economic Insight From Restaurant Booking Trends

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…

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Investing Based On When You Need Your Money [Video]

One way to invest is by determining what the time horizon of your financial savings goal is.

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Fee Only Financial Advisor Deer Park Stock Market Volatility Brings Opportunities

Stock Market Volatility Brings Opportunities

When stocks are volatile, how can investors take advantage of new opportunities? 2020 has been a great test case in how stock market volatility brings with it new opportunities.

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Should You Refinance Your Home? [Video]

Should you refinance your mortgage? This is a question we’ve been getting more and more frequently as interest rates have come down. But like any good financial planning answer – it really depends!

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Fee Only Financial advisor Deer Park Barrington Chicago [Video] Financial Market Update- The Recovery Continues

Financial Market Update: The Recovery Continues [Video]

The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…

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State of the Stimulus

How has the coronavirus stimulus helped the economy? There are still funds to be deployed but a second stimulus package is likely needed.

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Fee Only Financial advisor Deer Park Barrington Chicago [Video] Financial Market Update- The Recovery Continues

Financial Market Update: The Recovery Continues [Video]

The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…

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fee only financial advisor deer park barrington chicago [Video] What To Do With Your Estate Planning Documents

What To Do With Your Estate Planning Documents[Video]

Great job! You’ve gotten your estate planning documents done and you are ready to get to the next step. But what is the next step?

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Consumer Expectations Improving

This week we received survey data on the state of consumer confidence in the U.S. The punchline: Consumers are feeling a bit better. The Conference Board publishes a monthly survey of consumer confidence. As you might imagine, confidence slumped mightily in March and April on the back of the COVID-19 scare. But May’s survey points to…

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