Below find recent blog posts. These have been written collectively by our group. In the posts we discuss a variety of different financial planning topics. We hope you find them informative and helpful. Please let us know if you have any questions at firstname.lastname@example.org or 312-819-2415.
Underwear: The Economic Indicator
Understanding the behavior of the economy is an overwhelming task. To come to a clearer picture, many analysts, economists, investors, and policymakers will reference economic indicators. These indicators can measure various aspects of...Read More
Three Takeaways from January 2023
February 2023Three Takeaways from January 2023January was a positive month for the markets with the S&P 500 up approximately 6% at the time of writing this. Even bonds did well this month which after 2022 was a welcome change. While it...Read More
The Importance of Taking Advantage of Your 401(k) Plan"
The Importance of Taking Advantage of Your 401(k) PlanNew Years is one of the most exciting times of the year. It creates a mental break in time, and in the process a new beginning. With the start of the new year, many will create...Read More
How We Spend
November 2022 How We Spend How we spend our money is telling. It can indicate our preferences, values, and in some cases our age group. We looked at spending data across several different generations and categories. The...Read More
The End of the Mid-Budget Movie
The End of the Mid-Budget Movie The modern movie era is defined by big budget spectacles with attention-grabbing special effects and unmatched picture quality. Though DVD sales have declined in recent years, big budget films have...Read More
Some of the most common questions we receive from clients is ‘how am I doing’? Will I be able to retire? How do I compare to others my age? While there is no one right answer, we’re hoping to shed some light in this...Read More
Financial planning is a process. It changes and evolves over time. While broadly used, it has become synonymous with investing or creating a Will. In truth, it is far more complex and varies from person to person. Ultimately, a...Read More
The Inflation Narrative
Recently there’s been a lot of discussion about inflation. How is it impacting the economy? How is it impacting my investments? What adjustments can we make so that we’re better prepared to deal with rising interest...Read More