Archive for October, 2012

4th Quarter Preview

The 3rd quarter was good, essentially across the board. However, I’m concerned about some leading indicators that are slowing and indicating a tough economy ahead (notably Chicago PMI) and I’m factoring that in. That being said, I’m still looking for a nice finish to the year, but watching this next quarter very closely. If it’s weak, then I’m concerned about 2013. I’ll keep you posted throughout the quarter, but watch my video now to get my current thoughts. Read More

42 Social Security “Secrets”

There are a number of different options available to you as you reach retirement age. Collect Social Security early, late, with your spouse, alone, etc.? The following article is a rather detailed discussion for ways to use and plan for social security. Things that I go over with clients all the time. One of the best, most useful articles in a long time. 42 Social Security “Secrets” Read More


Are you interested in talking with me about your finances and investments but not sure if we’re the right fit? I have clients of all portfolio sizes, ages, employment, and stages of life. What I like to do is make a difference in someone’s life. Frankly, it’s just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees. Don’t be shy. If you’re curious about whether we’d be a right fit, give me a call and we ... Read More

Pareto Principle and Savings

Everyone has heard the 80-20 rule at some point in their careers, where 80% of the work is done by 20% of the people. How about applying that to your financial plan? Save 20% every year and live off only 80%. Let that 20% work for you for your retirement. Many times I’m asked what my rich clients did to get that way. Invariably I say that the majority spent less than they made, saved it, and invested wisely. Pareto Principle and Savings Read More

Google Launches Kevin Bacon Search Tool

I just thought it was kind of funny that Google now allows you to type in any actor’s name followed by “bacon number” and you see how many degrees of separation between them and Kevin Bacon. Funny. I’ve had tons of fun playing with this one. Of course, you probably don’t want to hear that this is the kind of stuff your financial adviser thinks is funny, but well, it’s now out there…… Link to Kevin Bacon Google article Read More

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