Quarterly Market Review – First Quarter 2018
While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace. With that in mind, we publish a brief market update each quarter. Below you will find updates for the first quarter of 2018.
Enjoy the read and remember, it’s NOT about the money. It’s about how the money supports your goals!
At F5 Financial Planning we focus on helping individuals and families find balance between faith, friends and family, fitness and finance. We make sure that they have the financial freedom to enjoy those things in life that are important to them. And while we believe the left-brain facts and data are critical; we work with our clients to get them in the right state of mind to focus on the goals they want to achieve.
Some other posts that you might like:
- Should You Pay Off Your Mortgage?
- How Are DFA Funds Different than Index Funds?
- How Families Can Calculate Retirement Income Wants Versus Needs
- What Your Grandma Taught You About Investing
- Making Sure You Can Collect a Paycheck in Retirement
F5 Financial Planning provides fee only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities. Curt Stowers is a fee only financial planner. He has passed the CFP® examination. Contact or visit Curt at his Naperville location.
We’d love to have the opportunity to hear about your situation. Send us an e-mail or give us a call to find out more about next steps
Helping You With:
– Wealth Preservation – Wealth Enhancement – Wealth Transfer – Wealth Protection – Charitable Giving
Visit Us At:
50 South Main, Suite 200 Naperville, IL 60540
Contact Us At:
(630) 474-5213 info@f5fp.com
