Investing
[Video] Asset Location
[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes. Taxes are a fact of life and we can’t avoid them forever. However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.
Read MoreAlphabet Soup of the Economic Recovery
Watch CNBC or Fox Business for any length of time and you’ll eventually hear someone talk about a “V-shaped” or “L-shaped” recovery for the economy. But what does this alphabet soup mean?
Read More[Video] Saving Strategies for High Income Earners
[Video]Saving Strategies for High Income Earners| One of the biggest questions we get from high earning business owners and corporate executives is; how can I be saving more money? Here are a few options to think about!
Read More[Video]High-Income Earner’s 401(k) Mistake
[Video]High-Income Earners 401(k) Mistake. We all know that each year in our 401(k) we have a maximum amount we can save. But what if you earn too much to contribute your full amount? Be sure and know the options you have before missing out on these savings.
Read MoreEntering a Brave New World
These events mark a shift in how investors should think about the environment they’re used to investing in. The first is the increasing acceptance of what’s called Modern Monetary Theory(MMT). The second is the new approach the Federal Reserve is taking to targeting inflation. But the goal with this month’s newsletter is that clients understand what these shifts mean for their investments.| Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
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