Objective information about financial planning, investments, and retirement plans

Financial Advice and Mini Bottles of Liquor

Regular readers here know that the inspiration for some of my blog posts comes from non-financial sources such as youth soccer fields and the Rolling Stones.  In that spirit the idea for this post popped into my head while waiting in line to pay for … [Continue reading]

What I’m Reading – Triple Crown Edition

The Belmont Stakes offers the chance for California Chrome to become horse racing’s first Triple Crown winner since 1978.  Win or lose he is destined for nice life after racing as he will surely command enormous stud fees that will enrich his … [Continue reading]

7 Questions to Ask Before Buying a Variable Annuity

Variable annuities are often touted as an ideal retirement investing vehicle, especially by financial advisors who sell them.  Variable annuities can be a useful vehicle for retirement accumulation.  However variable annuities (and other types of … [Continue reading]

Six 401(k) Investing Mistakes to Avoid

For many of us trying to save for retirement, our 401(k) plan is our main retirement savings vehicle.  Much has been written about the pros and cons of 401(k) plans, but the truth is that if utilized correctly the 401(k) is a powerful retirement … [Continue reading]

What I’m Reading – Memorial Day Edition

The Memorial Day weekend is looking like a good one in terms of the weather here in the Chicago area.  It should be a great weekend for family fun and for any activities that you may have planned.  Let’s not forget what Memorial Day is all about … [Continue reading]

Are Alternative Investments the Right Alternative for You?

Alternative investments are all the rage these days.  Mutual fund companies are falling all over themselves to sell financial advisors and their clients on “liquid alts” or hedge fund-like strategies with the daily liquidity offered in a mutual … [Continue reading]

Peyton Manning and Investing Success

I attended the Envestnet Advisor Summit at the Chicago Hilton this past week.  Excellent conference, Envestnet offers a robust platform for financial advisors.  A colleague urged me to attend and I’m glad I did. The highlight of the conference … [Continue reading]

Financial Advisors to Follow on Social Media

For those of you who are regular readers here you know that I publish list posts very infrequently, so two in a row is a real rarity.  However both the nature of the list below and the fact that I am in and out of the office about equally this week … [Continue reading]

What I’m Reading – Mother’s Day Edition

Started out as a beautiful Sunday here in the Chicago area for Mother’s Day, though it's starting to look like rain.  To all of the Mom’s out there I wish you a Happy Mother’s Day. Here are some financial articles that I’ve read … [Continue reading]

Is Your Noncompete Enforceable?

My thanks to Chicago attorney Daniel N. Janich for contributing this post with his thoughts and suggestions on what you should do if you find yourself dealing with a noncompete agreement from an employer.  While a career management post might seem … [Continue reading]