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It Is NOT Normal to Be Average!

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.

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Quarterly Market Review – First Quarter 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 January – March 2019.

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Real Estate and IRAs – Tips for Avoiding the Traps

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.

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