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!
What We Expect Ahead With The Coronavirus Financial Market Update [Video]
Hi everyone, this is your weekly market update. We felt it was important this week to talk a little more in-depth about these issues. As time goes on, we know the market has been a little volatile, these are things we want to talk through instead of writing. Let’s talk through the things of where…
86% Of Estate Planning Documents Don’t Get Finished [Video]
Recently I heard a statistic about how estate planning documents don’t get finished. They showed the percentage of documents that never get done. This percentage was 86% of estate planning documents never get finished. What this means is if you get those documents drafted, that could be a will, trust, or power of attorney, you…
Weight Of Mine VS Yours: Loans & Credit Card Debt [Video]
Do you ever feel like it is “you” versus “me” when you have money conversation with anyone?
Emergency Rate Cut By The Federal Reserve
Emergency Rate Cut By The Federal Reserve On Tuesday, March 3, the Federal Reserve announced a surprise rate cut of 0.50%. This was the seventh time in the last 20 years that the Federal Reserve cut rates between its normally scheduled meetings. Let’s look at the impact and implications. First, it’s important to point out…
Stay Alert! Things Change. Like Better Interest Rates[Video]
Did you know that interest rates have actually been trending higher? Which means the money you have been saving in your savings account can also be earning more. I want to show you what this looks like and if you don’t pay attention to things like this, what can happen. Let’s just look at the…
Update On Coronavirus
We’ve spoken a couple of times about the Coronavirus since it first appeared on the scene in mid-January [Markets Survive Yet Another Scare & Coronavirus Impact On The Market]. Up until the past week, the issue was largely contained to China. And China has reputation for providing low-quality (i.e. untrustworthy) data about their economy and…
Corporate Bonds: More Risk, Less Reward?
Two charts came across my desk recently that shed light on what I like to call “creeping risk” in the market. This happens when the character of an investment changes slowly over time without anyone really noticing the change. The first chart that caught my attention was a long-term historical chart of investment-grade corporate bond…
Should You Refinance Your Student Loans? [Federal vs Private Loans] [Video]
Should You Refinance Your Student Loans? [Video] [Federal vs Private Loans] | Fee-Only Financial Advisor, Deer Park, Chicago
February 2020 Investment Newsletter
Investment Newsletter: Mind Your Index! | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Credit Card Usage Is Up
Credit cards have been a way of life in America for the last 40 years. You can’t watch a sporting event these days without hearing a “What’s in your wallet?” commercial from Capital One! During the Great Recession of 2008-2009 many Americans fell out of love with credit cards. Not only are they expensive, but…
Structure Determines Performance [Video]
Our daughter Emma loves to build puzzles. Initially she would find random pieces and try to put them together. Then she progressed to looking at this picture and finding the ones that are similar had the same colors. Eventually she got around to learning to find those corner pieces that edgings and then building structure. You know what? That’s true in our financial…
Markets Survive Yet Another Scare
Barely a month after the markets sold off due to the #WWIII scare between the U.S. and Iran, markets faced another test with the spread of the coronavirus. How did it fare this time around? It’s hard to believe the month of January is over! But here we are in February and the market has been…
