Now and Then

By Dave GoetschDave Goetsch, Executive Producer of  The Big Bang Theory, reflects on his investment experience in the recent market downturn and contrasts his new perspective with memories of the 2008-2009 financial crisis.Seeing all …

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AdvisoryHQ’s Chicago Partners Profile

February 21, 2018AdvisoryHQ has written an excellent profile of Chicago Partners. You can read their full write up here:AdvisoryHQ’s Chicago Partners ProfileThis full write-up comes shortly after AdvisoryHQ named Chicago Partners as a …

Charitable Donations

Mark F. Toledo, CFAFebruary 15, 2018Click here to download PDFThe almost doubling of the standard deductions and the limit on state and local tax (SALT) deductions may change how you make charitable donations. …

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Chicago Partners Named Top 5 Best Financial Advisors in Chicago in 2018

February 13, 2018Click for Full ArticleChicago Partners has been named one of the Top 5 Best Financial Advisors in Chicago, IL in 2018 by RealtyToday.Our commitment to our clients and to optimizing the …

Down is Faster

Mark F. Toledo, CFAFebruary 6, 2018Click here to download PDFCurrent stock market conditions remind us of the adage that “down is faster.” The quick change in investor sentiment from January 26 to today, …

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Chicago Partners Named as a Top Financial Advisor & Wealth Management Firm in Chicago in 2018

February 1, 2018Chicago Partners has been recognized through the award “Top Financial Advisors & Wealth Managers in Chicago, IL (2018 Ranking)” by AdvisoryHQ, receiving a 5-Star Ranking.Our dedication to our distinguished clients and …

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Nine Experts, Four Surprises, and One Million Dollar Bet

Weston WellingtonVice PresidentDimensional Fund AdvisorsJanuary 19, 2018Click here to download PDFIn 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As …

The Parent’s Dilemma

Sarah Newcomb, Ph.D.Behavioral EconomistMorningstarClick here to download PDFJanuary 5, 2018Depending on the situation, people talk very differently about money. While Morningstar behavioral economist Sarah Newcomb, Ph.D., was doing research for her recent book, …

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

December 19, 2017Download PDFBitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.Cryptocurrencies such as bitcoin …

Key Questions for the Long-Term Investor

Dimensional Fund Advisors (DFA)us.dimensional.comDecember 14, 2017PDF DownloadFocusing on what you can control can lead to a better investment experience.Whether you’ve been investing for decades or are just getting started, at some point on …