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Why Should You Diversify?

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.

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The Flat-Out Truth – Understanding Yield Curves

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

We often see the term “yield curve” bantered around by TV’s talking heads and in the financial press. Read on to learn all about what the yield curve is—and to gain perspective on its impact on equity markets.

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Predicting the Market – The Impact of Elections

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, stock trading, stock market, volatility, risk, risks, investing, midterm election, election

Thankfully the annoying political ads are gone for another two years. But what sort of impact will the election results have on our portfolios? The astute reader already knows the answer—do you? Read on for some critical investment guidance.

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Investor Education – Volatility Versus Risk

dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, stock trading, stock market, volatility, risk, risks, investing, market correction

I believe that nearly 100% of your success as an investor is based on your ability to control your emotions and behaviors. Do you truly understand volatility versus risk? Read on for some insights that have the potential to save you from self-destructing your investment portfolio!

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One Man’s Junk is Another Man’s Treasure – Understanding Buyers and Sellers

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

Despite what the talking heads try to get you to believe, there are NEVER more “buyers than sellers” or more “sellers than buyers” in the market. Each trade MUST have both a buyer and a seller—and both must believe that they are getting a fair deal at the time of the transaction. Efficient markets are real. In contrast, the talking heads’ version is FAR from real!

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Prediction Season – Why the Pundits are Clueless

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

We have started the fourth quarter with a not-so-fun rollercoaster ride of stock prices. This has all of the pundits offering us their “wisdom” on what will happen next. News flash—they are all clueless! Read on to find out what you need to know.

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Costs Matter – Understanding ALL of the Costs

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.

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