What Does a Chicago Bankruptcy or an Illinois Bankruptcy End Game Look Like?

By Adam Strauss

Chicago and Illinois are in dire financial straits as a result of decades of financial mismanagement. While not yet technically bankrupt, Chicago and Illinois are headed into a bankruptcy-like restructuring of their financial obligations at...

Financial Planning

05/02/19

Five Tax-Saving Strategies for the Trump Era

By Matt Blume

Minimizing taxes is important in building and protecting wealth over the long-term. However, navigating the highly complex and ever-changing tax code is not an easy task. The Tax Cuts & Jobs Act (often referred to...

Quarterly Commentary

04/22/19

The Impact of Inverted Yield Curves

By Adam Strauss

In our most recent investor commentary, we discussed the drivers for the stock market downturn during Q4 2018. We suggested that monetary tightening from central banks across the world was the primary culprit in deflating...

Financial Planning

03/11/19

The Vital Importance of IRAs

By Matt Blume

We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior...

Quarterly Commentary

02/21/19

Why Has the Stock Market Become So Volatile?

By Adam Strauss

The S&P 500 Index generated a total return of -9.0% in December, which was the worst December return since 1931 in the midst of the Great Depression. The quarterly return of the S&P 500 Index...

Financial Planning

01/18/19

The Navigator – Identity Theft & Data Breach: What Do I Do?

By Matt Blume

As identity theft and data breaches become ever-more-common occurrences, protecting personal information and monitoring accounts for fraud have become increasingly important practices. In the aftermath of the 2017 Equifax breach, in which the personal information...

Insights

What Does a Chicago Bankruptcy or an Illinois Bankruptcy End Game Look Like?

Five Tax-Saving Strategies for the Trump Era

The Impact of Inverted Yield Curves

The Vital Importance of IRAs

Why Has the Stock Market Become So Volatile?

The Navigator – Identity Theft & Data Breach: What Do I Do?