naperville financial advisor Archives - Page 3 of 12

Finding A Financial Advisor Even Your Mom Could Trust

By Curt Stowers | June 21, 2024 |

You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…

Why Emotions Cause Investors to Fail

By Curt Stowers | June 14, 2024 |

If you have spent any time doing research into investing, you quickly discover that there is a straightforward, well-proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust this policy over…

Cash Out Your Stock Options?

By Curt Stowers | June 7, 2024 |

With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds. While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…

Should You Hire a Financial Planner?

By Curt Stowers | May 31, 2024 |

If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost. Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible. And that is great advice that…

Making Sure You Can Collect a Paycheck in Retirement

By Curt Stowers | May 17, 2024 |

You’ve spent the last thirty-plus years of your life building a nest egg. You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible. As the last person leaves the room from the retirement party, several…

Should You Take A Lump Sum Pension Distribution?

By Curt Stowers | May 10, 2024 |

So you’re faced with a choice: take the money now or wait for your pension to kick in. What do you do? In this article we take you through how to make the choice that is right for you