f5 financial planning Archives - Page 21 of 32

A Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt

By Curt Stowers | September 7, 2018 |

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, private letter ruling, PLR, IRS, 401(k), student loan debt, student debt, student loans

Did you know that you can get a “private letter” from the IRS that has good news? Read on to find out a bit more about “Private Letter Rulings” (PLRs) from the IRS—plus a surprising way one company is helping employees pay off their student loan debt!

Monday Morning Motivation – Happiness

By Curt Stowers | September 3, 2018 |

F5 financial, f5 financial planning, monday morning motivation, naperville financial, naperville financial planner, happiness

Are you spending too much time seeking happiness and too little time enjoying where you are at currently?

S&P 500 and Nasdaq Indices at All-Time High – Is it Time to Sell All?

By Curt Stowers | August 31, 2018 |

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, index funds, market correction, market timing, timing the market

On August 29, 2018, the S&P 500 and the Nasdaq indices hit all-time highs. This raises the question: Is it time sell off everything and go to cash? Take a look at this week’s blog post to hear F5 Financial’s position on this topic.

Monday Morning Motivation – Make

By Curt Stowers | August 27, 2018 |

F5 financial, f5 financial planning, monday morning motivation, naperville financial, naperville financial planner, make

Are you ready to turn your focus towards making yourself a better person?

Hey, Chicken Little, the Sky Is NOT Falling!

By Curt Stowers | August 24, 2018 |

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

What was true in late summer 2017 (when markets were quite stable and volatility low) remains true now—yes, we’ll have some “storms” in the market; HOWEVER, the Chicken Little doomsayers have yet to be proven even marginally intelligent with their “The Sky is Falling!” clucking!

Monday Morning Motivation – Give

By Curt Stowers | August 20, 2018 |

F5 financial, f5 financial planning, monday morning motivation, naperville financial, naperville financial planner, give

When it comes to how you give, is your preference for time, talent, or treasure?

No, Indexing is NOT Going to Destroy the Market!

By Curt Stowers | August 17, 2018 |

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, indexing, index funds

John Bogle launched the first index fund in 1975 and was greeted with proclamations of “Bogle’s Folly,” and people have continued to throw darts at the concept of index investing. As of yet, they have not been able to “burst the bubble.” Today we discuss the misplaced notion that index investing will somehow result in significant pricing distortions in the marketplace.

Monday Morning Motivation – Mercy

By Curt Stowers | August 13, 2018 |

F5 financial, f5 financial planning, monday morning motivation, naperville financial, naperville financial planner, mercy

Is it time that you extend mercy to someone, so that you can enjoy the playground of life?

An Alternate Reality You Need to Avoid!

By Curt Stowers | August 10, 2018 |

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, alternatives, alts, hedge funds, private equities, commodities, long-short strategies

I have a Ph.D. in industrial engineering with an emphasis in optimization theory. I have also put in the time and effort to earn my CFP® credentials. Yet I don’t spend a moment of time messing around with “alternatives.” In my opinion, all the hoopla around alts is merely marketing fluff and an effort to sell product. Disagree? Today’s article explains what the alts are—and shows you the data. You decide!