INDEPENDENT FINANCIAL PLANNING & INVESTMENT MANAGEMENT | ADVOCACY INVESTING®

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Distracted Drivers - Not Good on the Road or For Your Portfolio

The average investor gets distracted by external headlines week after week. Their eyes wander from long term fundamentals to the next shiny news item or the latest monthly or weekly economic numbers.
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Climbing a Wall of Worry

Since the recession of 2007- 2009 we have seen a constant stream of gloom and doom.  Many argue that bull markets die of old age, but I have never known that to be the case. Had investors listened and traded out of the equity market they would have missed tremendous opportunities for growth. As always, we recommend selecting a long-term strategy that you are personally comfortable with and sticking with it through the inevitable ups and downs in the market.
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Advocacy Investing® and the United Nations Global Compact

If you are interested in investing in a socially responsible way that reflects your specific values while maintaining a prudent investment strategy that makes progress towards your personalized goals, please reach out to us at (312) 372-5000
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The Markets - Focusing Forward & Glancing Behind

We recognize the risks and yet remain cautiously optimistic as we head into earnings season. We expect earnings to be a bit of a mixed bag which will concern many market participants more than it will concern us as we focus on longer-term developments. As Judy Garland and her entourage wandered through the dark forest they perceived dangers that nearly overcame them but were they real or perceived?
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