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Mega-Caps Big Stocks Are Driving The Market
Big Stocks Are Driving The Market In August 2018 Apple became the first company in America to be valued at more than $1 trillion. Since then, both Microsoft and Google have joined the ranks of trillion-dollar companies, with Amazon knocking at the door. The rise of the “mega-caps” – as they’re referred to (a…
When Should I Refinance My Mortgage? And Other Mortgage Reminders. [Video]
Getting the right mortgage is one of the bigger financial decisions your family will ever have to make. So if you are thinking about refinancing your mortgage, let me give you a couple tips for what you should be looking for. Shorten The Term Of Your Mortgage The first tip is to look at SHORTENING…
China – U.S. Trade Deal = Stronger Emerging Markets?
Phase 1 of the China-U.S. trade deal is signed this week, easing trade tensions between the two countries. How does this deal impact investment strategy? Since President Trump took office, the U.S. has imposed tariffs and other trade measures against China and other countries. At times, these moves cast a pall over stock markets, leading…
January 2020 Investment Newsletter
Investment Newsletter: Looking Ahead to 2020 | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Hits & Misses, Goals In Your Life [Video]
The last time we had family over, we pulled out some old games we had saved when we were kids. One in particular is Battleship. It is a really fun game where you and your opponent try to find and sink each other’s five ships. And one really important part of this game is these…
Iran: Geopolitical Risk Creates Market Volatility
On January 3 the U.S. attacked and killed Quasem Soleimani, Major General from Iran that the U.S. accused of plotting terror. This surprising bout of uncertainty caused the stock market to pull back, while the price of oil and gold (a safe haven) rose strongly. The biggest cause of volatility in the stock market is uncertainty….
A Reminder To Take Action [Video]
I’ve had this on my keychain for years. It’s a carabiner. It’s what mountain climbers, zipliners use to repel and go up and climb. It hasn’t really meant anything to me until this past weekend. You see I went away with my daughter, Emma. We went to a daddy daughter retreat up in Michigan and…
Top Financial Advice Videos From 2019!
Top 2019 Financial Advice Videos 2019 was quite a big year for us at Financial Design Studio. From the growth of our team to expanding how we serve you, we are always looking for more ways to give you answers to your top finance-related questions. As we look at the past year, here’s the countdown…
Our New Year Plans [Video]
Here for the 2020 New Year, we wanted to share with you a few things we like doing outside of our professional life that we want to get back to doing in this upcoming year. Trevore: For me, I’d really like to get back to woodworking and get back to playing soccer. Robert: For 2020,…
2019 Was a Big Year in the Stock Market – What’s Next for 2020?
Last week we talked about how 2019 was shaping up to be a great year for the stock market, rising about 30% for the year. Not too many people predicted that outcome a year ago! The natural question is: what’s in store for 2020? We don’t know – nobody does. But as I’ve mentioned before…
Merry Christmas! Our Christmas Traditions[Video]
Christmas is a time where there are many family traditions. We’ve all been talking about our family traditions that we want to share with you. Michelle: So one that I can think of is there is a time when we can always be there. So whether we celebrate a week after Christmas or a couple days…
Stocks Have Had A Great Year
It’s hard to believe that 2019 is almost over! Just a year ago the stock market was in the midst of a 20% correction and investors were nervously wondering whether a recession was on the horizon for ’19. Turns out those worries were misplaced! Through mid-December, the S&P 500 has generated total returns of ~30%…
