Objective information about financial planning, investments, and retirement plans

20 Best Investing Blogs of 2016 – The College Investor

I am very flattered to be included in this list of the 20 Best Investing Blogs of 2016  compiled by Robert Farrington on his outstanding blog The College Investor, with it's tagline "Investing and Personal Finance for Millennials." I know and … [Continue reading]

Reverse Churning Are You a Victim?

5ffa4bf2dc344b9db87b387f24a66796

One of the best things about being a freelance financial writer and blogger is that I often learn new things in the course of my writing. A reader recently left a comment on a post here on the blog and mentioned reverse churning. Until that time, I … [Continue reading]

Denver Wins! Time to Go to Cash?

e912adefa69147bd9bcba1bec7562273

The Denver Broncos just won Super Bowl 50 and its looking like Peyton Manning will go out a winner. Good news and a feel good story? Not for investors. The Super Bowl Indicator says a win by an AFC team is a bad omen for the stock market for the … [Continue reading]

6 Investment Expenses You Need to Understand

2e0e219e71b74cbab379888e8b430338

Investment expenses reduce your investment returns. While nobody should expect investment managers, financial advisors or other service providers to offer their services for free, investors should understand all costs and fees involved and work to … [Continue reading]

3 Financial Planning Lessons from the Cincinnati Bengals

Long-time readers of The Chicago Financial Planner know that I am a die-hard football fan and avid supporter of the Green Bay Packers. Come playoff time, I try catch all of the games as they are often memorable. The game this past Saturday between … [Continue reading]

4 Things To Do When The Stock Market Drops

0bf163ba35a7431e9bc8902c00fa4dc9

The stock market has started out the new year with some hefty declines. We are seeing firsthand the impact that China has on our markets. CNBC is calling this the worst start to a new year in almost a century. What should you do now? Here are 4 … [Continue reading]

My Top 10 Most Read Posts of 2015

f368dd6016224ce2947ac5b3aeffc5a9 (1)

I hope that 2015 was a good year for you and your families and that you’ve had a wonderful holiday season. For us it has been great to have our three adult children home and to be able to spend time together as a family. We saw the movie Sisters on … [Continue reading]

8 Portfolio Rebalancing Tips

faeb06685a2649ff9357f9af476f6b2a

My last post discussed 4 Benefits of Portfolio Rebalancing. This post continues on the rebalancing theme and looks at some ways to implement a rebalancing strategy. Here are 8 portfolio rebalancing tips that you can use. Set a target asset … [Continue reading]

4 Benefits of Portfolio Rebalancing

54d4421568734d61ae8dcaaa38a309c9 (1)

As we move into the last month of the year and look forward to the new year many of us look to get our financial situation in order. One of the most important things you can do is to ensure that your investments are properly allocated. Portfolio … [Continue reading]