These statistics are fun thoughts to chew on, but completely anecdotal.  Sound investment decisions should not be made based on just past trends but who knew our ballots affected our wallets in more ways than one. Market Returns from 1940-2008 by Political Party Control (Senate/House/President) 15.3% - R / R / D 10.5% – R / [...]

Mark was recently quote in an International Business Times article about refinancing and how difficult the process has become – even for stellar borrowers.  Al Yoon’s “Special Report:  What’s it take to get a loan in this town?” discusses how far the pendulum has swung from the easy credit days of the ‘no income, no [...]

  We are thankful that we have been named a 2010 FIVE STAR  Wealth Manager, which will be published in the November 2010 issue of Chicago Magazine.  Unbeknownst to us, we had been recommended by one of our clients. The process involves the independent firm QMI Research to administer a survey by mail and phone, to [...]

A report by the SEC (Securities and Exchange Commission) indicated that the May 6th Flash Crash was caused by a large, automated trade by one company during a time when the market was already under stress.  Although the SEC report does not name the company, other media has  identified the company as Waddell & Reed Financial Inc. of [...]