Marcie Nach Participates in Money Smart Week®

Marcie Nach, CFP®
April 18, 2019

In honor of financial literacy month, Marcie Nach, CFP^®, volunteered to meet with attendees at the Financial Planning Association’s annual Money Smart event at the Harold Washington Library in Chicago. “I enjoy addressing the questions raised by people who are working hard to understand their situation and help them determine the best path to move forward. I think this is an important resource for the public,” Nach said. “It was a meaningful experience for me and hopefully for all of the participants.”

Money Smart Week is a coordinated effort among a diverse group of 40+ Chicago-area organizations working together to promote personal financial literacy. Free events and presentations take place over six days in April to help consumers better manage their finances. To learn more about Money Smart Week, visit www.moneysmartweek.org.

Financial Planning

Cloudy Crystal Ball

As we start the new year, especially after a challenging 2022, the most frequent question we are asked is: What is your prediction for 2023? Admittedly, our crystal ball is cloudy. It always has been and always will be when it comes to short-term predictions. Still, there is no shortage of “experts” – supported by research, sophisticated models, and persuasive reasoning – that routinely broadcast what’s in store for the next twelve months. The harsh reality: it’s fool’s gold – entertaining but rarely actionable.

Investments

A Closer Look at Private Markets

As you are likely aware, ongoing volatility and rising interest rates made 2022 a very challenging year in the capital markets. We believe that this past year has highlighted the need for advisors to explore investment opportunities that exist beyond the traditional stock and bond markets. The private markets are one such opportunity set. In this article, we discuss what the private markets are, how these investments may fit into a diversified portfolio, and how we use them.

Current Events

What We Have Been Reading – Market Commentary & Beyond

Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning. In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us. We received great feedback on the articles we circulated in the first two quarters of 2022, so we wanted to follow up with some more! Here are eight recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.