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Financial Pornography – Why Your TV is Bad for You

dfa info, f5 financial planning, fee-only, market volatility, naperville financial, naperville financial planner

2018 has started out super volatile. And the press is bringing up memories of 2000 as well as 2008-2009. They are asking us to “remember” these bad times and offering that we may be in line for something similar in the not too distant future. Two thoughts on this: Maybe. And “So What?” Markets will…

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Monday Morning Motivation – Adversity

f5 financial planning, adversity, monday morning motivation, naperville financial, naperville financial planner

(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…

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The Sky is Not Falling! – Avoiding Chicken Little Behavior in Investing

dfa info, f5 financial planning, fee-only, market volatility, index reconstitution, naperville financial, naperville financial planner

The first four months of 2018 have been very volatile when it comes to investing. That has brought some folks to the forefront who are suggesting that the market is dangerous, and that you need to get out of it to avoid future losses. Basically, the argument goes that near-term volatility is a good surrogate…

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Monday 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…

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Socially 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.

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Quarterly 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.

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