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Quarterly Market Review – Third Quarter 2018

By Curt Stowers | October 12, 2018 | Comments Off on Quarterly Market Review – Third Quarter 2018
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 July – September 2018.

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Costs Matter – Understanding ALL of the Costs

By Curt Stowers | October 5, 2018 | Comments Off on 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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Don’t Worry Be Happy – Reframing the Investing Experience

By Curt Stowers | September 28, 2018 | Comments Off on Don’t Worry Be Happy – Reframing the Investing Experience
dfa info, equities, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner,  expectation, perception

Don’t worry be happy! Successful investors understand the importance of expectation vs. perception. Read this post to learn the truth about the way equities work over time—and how to keep yourself from making foolish decisions when we experience market corrections or bear markets.

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The Number Two Goal – Getting the Kids Through College

By Curt Stowers | September 21, 2018 | Comments Off on The Number Two Goal – Getting the Kids Through College
dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner,  saving for education, education investing, 529 plans

I speak with hundreds of people, and the number two question I get is “How will I pay for my kids’ college?” Read on to hear the answers I share—plus (a bonus!) 3 Key Questions every family needs to ask.

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

By Curt Stowers | September 7, 2018 | Comments Off on A Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt
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!

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