Wealth Management
WEBINAR Resetting and Responding: Navigating a New Charitable and Tax Landscape
DHJJ’s Terry Cicero spoke about the new charitable and tax landscape on a joint webinar with the DuPage Foundation and Bridge Communities called Resetting and Responding: Navigating a New Charitable and Tax Landscape. Watch the Video: New Charitable and Tax Landscape Sections of interest time stamps: 0:00 to 7:04: Introduction to DuPage Foundation, Bridge Communities,…
Read MoreWhat is the Appropriate Asset Allocation for Your Investment Portfolio?
According to many studies published over the past 25 years, a significant portion of investment returns are determined by how investors allocate their assets versus security selection, market timing, and other factors, including style within asset classes (value vs. growth), and fees. Therefore, how an investor allocates their investment portfolio among stocks, bonds, and cash…
Read MoreWhen Should I Switch from Managing My Own Investments to Utilizing the Services of a Financial Advisor?
Not every investor feels like they need a professional financial advisor. Many investors feel that they have the knowledge to manage their investments on their own. In addition, some people just don’t want to pay the fees of a financial advisor for something they feel they can do themselves. When it comes to investing, a…
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