dfa info Archives - F5 Financial

Costs Matter – Understanding ALL of the Costs

By Curt Stowers | May 24, 2024 |

costs, dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, longterminvesting, investments, investing, stockmarket, indexfunds, mutualfunds, financialplanning

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.

Taoism and Investing – Something from Nothing

By Curt Stowers | October 13, 2023 |

In investing—as in life—sometimes the best path forward involves NOT moving for some period of time. Learn more here.

Who Benefits from an IPO? (Hint: It’s NOT the Investors!)

By Curt Stowers | August 9, 2019 |

Are you thinking about jumping in and investing in the latest “initial public offering”? Here’s why I advise you to say NO to the IPO.

Timing Isn’t Everything – Why I’m NOT a Fan of “Tactical Asset Allocation”

By Curt Stowers | July 26, 2019 |

tactical asset allocation, market timing

In spite of all the evidence to the contrary, many people continue to believe they can time the market. Read on to find out why I see these folks making a HUGE mistake.

Quarterly Market Review – Second Quarter 2019

By Curt Stowers | July 12, 2019 |

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 April – June 2019.

Another Savings Option – Health Savings Accounts

By Curt Stowers | June 28, 2019 |

After you max out your 401(k), there is another savings opportunity available that you may want to leverage. Read on to find out more.

They Don’t Have A Clue About the Stock Market!

By Curt Stowers | June 14, 2019 |

The guys you hear on TV are absolutely 100% clueless when it comes to investing. Read on to find out more.

An Age-Old Question – Should You Pay Off Your Mortgage?

By Curt Stowers | May 31, 2019 |

One of the most common questions I am asked is: “Should I pay off my mortgage?” Read on to hear my perspective.

It Is NOT Normal to Be Average!

By Curt Stowers | May 10, 2019 |

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

People like to think of investing in terms of averages. This is simply not reality—and, furthermore, it can be very dangerous to your financial health.