Finance Archives - Page 30 of 38

Why You Should NOT Pay Attention to “The Dow”

By Curt Stowers | March 8, 2019 |

dow jones, dow, stock market, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, naperville financial advisor

The Dow Jones Industrial Average is reported all over the place. Have you ever taken the time to understand what it is? Read this post to find out.

Financial Freedom Tips (VIDEO) – Creating an Awesome Spending Plan

By Josh Duncan | March 7, 2019 |

spending, spending plan, budget, F5 financial, f5 financial planning, financial freedom tips, financial freedom, McDonough financial, McDonough financial planner, McDonough financial advisor

Guiding your finances with a spending plan is an important step in achieving financial freedom. Here’s how!

Real Estate and IRAs – Tips for Avoiding the Traps

By Curt Stowers | February 22, 2019 |

real estate, IRA, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, naperville financial advisor

Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.

Commodity Investing – Why I Suggest Avoiding

By Curt Stowers | February 15, 2019 |

commodity investing, Commodities, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, naperville financial advisor

A great rule to follow is this: if you don’t understand something, you should not get involved. For many, commodity investing is one such area. Read on to learn why I take this position.

Here We Go Again – Déjà Vu and Investing

By Curt Stowers | February 8, 2019 |

Rarely is there anything new in investing. That’s why you always need to ask these 3 key questions when evaluating adding to your portfolio.

Quarterly Market Review – Fourth Quarter 2018

By Curt Stowers | January 25, 2019 |

dfa info, F5 financial, f5 financial planning, fee-only, market review, market update, naperville financial, naperville financial planner, quarterly market review

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for October – December 2018.

Smoothing Out the Investment Road – Shock Absorbers for Your Portfolio

By Curt Stowers | January 4, 2019 |

volatility, stock market, investment decisions, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, naperville financial advisor

I grew up with a dad who sold shock absorbers for a living, so I feel qualified to comment on their use in protecting your investment portfolio. Check out this post if you would like to smooth out the ride for your investments.

Your Prescription to Cure the “Down Market” Blues

By Curt Stowers | December 21, 2018 |

market correction, stock market, investment decisions, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, naperville financial advisor

The recent market correction has left many investors LITERALLY feeling ill. There’s ONLY one prescription for this sickness. Read on if you would like the cure!

Why Should You Diversify?

By Curt Stowers | December 7, 2018 |

volatility, equities, stock market , dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner

Recent market volatility has spooked many into asking about “getting out” of the market—right on the heels of many putting ALL their investment dollars in the US market! Both extremes are dangerous and should be avoided. Read on for some critical investment guidance.

10 Things You Need to Know About 2018 Qualified Charitable Distributions

By Curt Stowers | November 30, 2018 |

Required minimum distribution, retirement planning, ira contribution, charitable, qualified charitable distribution, QCD, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner

Ed Slott publishes one of the very best resources on the internet when it comes to IRAs. Today we highlight his recent insights on QCDs.

Join Our Newsletter