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financial planner inverted yield curve

For The First Time In 12 Years, The Yield Curve Inverted! What Does This Mean For Recessions?

It’s been another volatile week in the stock market. The big worry this week is that the “yield curve” inverted for the first time in 12 years. But what does that mean and why do people think that’s significant? Let’s have a look. Yield Curve, Defined The yield curve is a plot of U.S. Government…

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financial planner better habits draft

21 Days To Better Habits – There’s More Than One Starting Point [Video]

We’ve all heard stories from people, who started their careers in different ways. everyone has a different story of where they got started. There’s not only one right path, for your professional career. Some people went to school. Some started an opportunity right away. Some are public figures. And some are even athletes. Developing Good…

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financial planner draft do you tend to jump ahead in your plan

What Happens If You Jump Ahead Of The Plan? [Video]

As you plan financially, do you think that it matters if you jump ahead and maybe do one step before the other?  Well sometimes it doesn’t matter. And sometimes it does matter. I’m going to talk through a three bucket system, where you can actually say, “Here’s where I’m at in this step and where…

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For all the fire and fury, what actually happened this financial week?

If you were gone for the financial week on vacation, you might look at the S&P 500 and think that it was a quiet week in the market. The index is pretty much exactly where it was on Friday August 2. But did you know that the Dow Industrials were down over 750 points on…

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financial planner fed rate cuts deer park

It Happened! The Fed Cut Rates & Increased Volatility

This week brought volatility to market performance we expected might happen. You can hear our thoughts for why we believed the Fed would cut rates. The Fed did announce a drop of rates by .25%. This was largely expected by the market as well and already priced into stocks. If this was expected why has…

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Financial Planner deer park market move

Could The Market Move Even Higher?

The market has been moving higher for the last ten years! Today marked another new high. So can it continue this pace of growth ahead? Here are a few things to consider as you consider whether your investments need a reallocation. Presidential Election in 2020 Next year we have a Presidential election. We are just…

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FINANCIAL PLANNER DEER PARK GET SPECIFIC

Get Specific Financial Advice – It Matters Eventually [Video]

The result of the tax cut and Jobs Act, that was put in place at the end of 2017. Did you get specific financial advice in this area?

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financial planner earnings season netflix

Earnings Season Has Started. And There’s Mixed Financial Results…

Over the past week, earnings season started! Right now we are watching to see if companies performed better than expected or reported less earnings per share than expected. Do you ever look back at the results of a project you’ve been working on to see how it performed? This is what we get to do with every…

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financial planner deer park financial habits draft

Financial Habits Weave Into So Many Areas Of Our Life [Video]

Finances weave into so many areas of our life, so we need to start early with good financial habits! Think about it. Do you ever go back and think about all of the decisions, or the choices that you’ve made in a day? Let’s just try it. Just so you can truly understand all those choices. And the type, or…

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financial planner deer park interest rates sp 500

The S&P 500 Hit 3000! What Comes First: Trade, The Fed, Interest Rates, or Yourself?

The S&P 500 hit 3000. Did you miss it this week? After news from Fed Chairman Powell the market rallied slightly to reach a new all-time high. We aren’t certain of whether the Fed will lower rates as the market hopes. Will it be by a full 1% when they do or just half of…

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Roth IRA Contributions [Video]

STEPHEN SMALENBERGER, EA ® So no matter what you read, what you listen to, you probably have heard max out your 401K. Put away money into retirement accounts. Max out maybe even your Roth IRA contributions. That’s all good advice, if you take it completely blind. But how many times have we taken advice blind, only to find after the fact that…

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financial planner deer park Barrington il financial skills

Skills That Are Always In Demand [Video]

How often do you daydream in your head a job that you think would be really cool? Or maybe you dreamed about being a professional athlete? And maybe some of you had the skills that you could have done that. But you just missed an opportunity, or didn’t quite make the cut. There are things…

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