Don’t Just Show Up

When planning your finances, you need to consider all the elements and situations that may impact the success of your plan. Will your children be attending college? What is your retirement age? Do you expect to switch careers in the near future? Are you planning on downsizing? Those are just a few questions to get you thinking as […]

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Tragedy in Our Community

This past week we have experienced a tragedy in our neighborhood and the Elmhurst community. On August 30th we lost the lives of four beautiful individuals; Frank Stack (82), Joan Stack (82), Mary Stack (57) and Frank Stack Jr. (48). Newspaper story.  The true question is not how this tragedy played out, but WHY. I […]

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Does the American Dream Make Cents?

The American Dream has evolved over time from the right to liberty and pursuit of happiness to the ownership of material items, one of them being a home to call your very own. However, after paying a recent property tax bill for my home, I don’t know if this is a dream I want to be living! […]

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Jack of Many Trades, Master of None…Completing a Triathlon

Several Steps to Prepare for an Awesome Triathlon   As we head into the final weekend of the summer, I reflect back on the last several months. One of my proudest moments was completing a Sprint Triathlon with my daughter Haley. While much of the summer was focused on the actual training preparation, there were […]

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700% Return! As S&P 500 Reaches New All-Time High of 2,000

How long do you think it will take for the S&P 500 to reach 4,000 or the Dow to reach 34,000? I started my career in finance back in 1986, when the S&P 500 index was under 300. Today, it crossed the 2,000 mark, which means that it has climbed nearly 700% and that doesn’t count […]

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The Real Griswold’s “Quest for Fun”

Chevy Chase as Clark Griswold in the “Vacation” movie was one of the more memorable comedy films I can remember. Like the Griswold’s, our family has always embraced the “family road trip” and this year we took it to a new level by loading our three teenagers in our 2004 Sienna Minivan, which has over 145,000 […]

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Robin Williams’ Solid Estate Plan

This week we heard of the devastating news of the passing of Robin Williams.  Although there is complete sorrow in the loss of an individual that literally touched the lives of millions of people, this article demonstrates how there were positive lessons learned by the way he conducted his life. This post, Robin Williams’ Estate […]

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Happy International Left Handers Day!

Happy International Left Handers Day! For all of you lefties out there, myself included, August 13th is your day. Although we comprise only approximately 10% of the population, we definitely leave quite an impact. I found this article interesting and thought you would as well.  12 Little-Known Facts About Left-Handers – Healthy Living Center – […]

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Halftime Investment & Economic Report (Video)

We are now past the halfway mark for 2014 and it’s time for a brief review of our investment and economic performance. At your leisure, check out my video commentary below. Halftime Investment & Economic Report Please email or call with any questions or comments you may have.  

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High Gas Prices Cripple Economy

 After taking my son on a baseball trip last week to Cincinnati and driving over 1,000 miles and spending $200 in gas, I thought about the impact gas prices have on people’s lives. Listening to parents complain about all the driving gets old after a while, but it sure is real. Whether driving to work or to our kids’ […]

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