Investing

Wealth Management Financial Advisors in Lake Zurich Illinois on Economic Paradoxes

Navigating Economic Paradoxes

Stock markets and the economy face high levels of uncertainty in 2024. Many economic indicators seem to contradict each other, such as strong economic data just as markets price in aggressive policy easing by the Federal Reserve. We review the key indicators we’re watching closely to help us navigate these economic paradoxes.

Read More...
Financial Advisors and Wealth Management in Chicago on Time Horizons for Investment Goals

Time Horizons for Your Investment Goals [Video]

In this video, Rob breaks down what time horizons are, why diversification matters too, and how this strategy works in action.

Read More...
Financial Advisors in Chicago with Wealth Management Services on 2023 Investment Review

Podcast Episode 33: 2023 Investment Review and 2024 Outlook

In this episode, Rob Stoll, our Chief Investment Officer, shares his 2023 investment review and thoughts for what 2024 might bring.

Read More...
Financial advisors for high net worth investors focusing on investment management

Does Investment Diversification Matter Anymore?

Investors can be excused for believing that the benefits of diversification no longer matter, as fewer stocks move stock market indexes higher. Does investment diversification matter anymore? This newsletter tests that theory and looks at investment performance in 2023.

Read More...
Experienced Fiduciary Fee Only Financial Advisors in Chicago Illinois

Are the Bulls Back in Control of the Stock Market?

Early 2023 has been a banner year for investors. Are the bulls back in control of the stock market? We review first half performance and give our thoughts on some hot topics in finance: is a recession still coming, and what does that mean for stocks and bonds?

Read More...
Best Fee Only Financial Advisors in Chicagoland

How to Create a Portfolio Strategy [Video]

Do you understand the difference between asset allocation and location? Check out this video to learn how to use both in a portfolio strategy.

Read More...