Posts Tagged ‘naperville financial planner’
Index Funds – What’s Inside & Why You Need to Know
I often tell people that I think using index funds to construct your portfolio is a very solid approach. However, it is NOT without some costs and trade-offs.
Read MoreMonday Morning Motivation – Hesitating
(Sharing Resources to Help You Grow Personally, Professionally & Financially) Sometimes it helps to get a little dose of encouragement—along with a good cup of coffee!—to start the day. Hopefully, the message below will help you get off to a good start for the week. Please feel free to forward the newsletter on to others that you think…
Read MoreMarkets – So You Think You Are Smarter Than the Rest of the World?
Are you interested in finding out how to ignore the market while investing very wisely in the market?
Read MoreMonday Morning Motivation – Showing
Are you more interested in getting things done or in showing off?
Read MoreSocially Responsible Investing: Doing Well While Doing Good
While there are certainly those CEOs that act irresponsibly, there are many who lead organizations down socially responsible paths. To date, there has been quite some success in weighting socially responsible companies more highly to build portfolios that mirror the performance of the broader market.
Read MoreQuarterly Market Review – First Quarter 2018
While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace. With that in mind, we publish a brief market update each quarter. Here you will find updates for the first quarter of 2018.
Read MoreMonday Morning Motivation – Preparation
What sort of preparation in you doing in your life in regards to faith, family, friend, fitness, and finances?
Read MoreWhy Paying Attention to Interest Rates is Pointless for Investors
I am 99.9% certain that there are other financial advisors who will see this title and think I am absolutely nuts. They will opine, “Of course interest rates are important!”. Yeah, they are wrong. At least when it comes to using interest rates as a predictor on investment returns.
Read MoreMonday Morning Motivation – Breaks
Are you making your own breaks and rejecting the concept of bad breaks?
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