by Bill Ulivieri | Jun 1, 2015 | Newsletter Blog
This month in history: June 1900 ...
by Bill Ulivieri | May 22, 2015 | Newsletter Blog
I had a client meeting last week with a couple heading into retirement. The husband turns 60 this year and was offered an early retirement package by his company. He could choose between a “lump sum” retirement distribution or receive a $2,300 check every...
by Bill Ulivieri | Apr 10, 2015 | Newsletter Blog
April Showers Bring Lower Markets To our Clients, Friends and Family, Spring has arrived and so have April showers. The basement flood control system has been checked and is ready to go. Preparations must be made before the big storm arrives. THE...
by Bill Ulivieri | Apr 8, 2015 | Newsletter Blog
“There are a lot of very fine financial advisors out there, but there are also financial advisors who receive backdoor payments or hidden fees for steering people into bad retirement investments that have high fees and low returns. So what happens is these payments,...
by Bill Ulivieri | Mar 2, 2015 | Newsletter Blog
Which Mutual Funds Should CBOE Employees Choose in Their 401(k) Plan? A little over a year ago, a former Chicago Board Option Exchange (CBOE) employee and I were having a conversation about the list of mutual funds offered to employees in their 401(k) Plan. My second...
by Bill Ulivieri | Feb 24, 2015 | Newsletter Blog
I want to share an email I received from a couple currently working in Boston, but live in Rockford, IL. The couple was looking for help in getting their investment game plan in order. Here is an example of a young couple, married for 3 ½ years. The wife has been a...
