Monthly Archives: October 2016

//October

Tesla in Highland Park to Offer Solar City Products. Should Investment Advisors Recommend Tesla?

Tesla just unveiled a brand new product this past week, “Solar Shingles”, and they are beautiful. Since our office is Northbrook IL, a northern suburb of Chicago. And there is a Tesla dealership about two miles north of our office in Highland Park, we have gotten more than a few calls asking if Tesla stock is a good investment. Investment advisors, stock brokers, financial planners and analysts get questions like this all of the time. What is the best stock to invest in? What investments are you buying? But most of the investment advisors I know cringe at this question. But in the interest of talking about Tesla...let's first take a look at Tesla, and then circle back to ask if Tesla is a good investment for your portfolio. Tesla's fundamentals are an interesting case study right now. Up until this last quarter Tesla had never posted a profit. Just [...]

By |2016-11-10T16:21:16-06:00October 31st, 2016|English Articles|Comments Off on Tesla in Highland Park to Offer Solar City Products. Should Investment Advisors Recommend Tesla?

Your Investment Advisor and Social Security Planning

As an investment advisor, when sitting down and starting work with new clients, there are questions that will undoubtedly be asked. Any decent advisor will start talking with you about your family and priorities and goals. They will ask questions about what you have done with your money in the past and what is important concerning your investments in the future. These are all important questions concerning how an investment plan should be set up. But I always feel that the impost important thing that an investment advisor discusses with clients, is their retirement income plan, and a key part of that is Social Security. Now many of my clients have a knee jerk reaction to a discussion of Social Security in their retirement income plan. They have been told for years that Social Security is going to go bankrupt, and will not be there for them. Most of my [...]

By |2016-10-27T21:43:02-06:00October 27th, 2016|Turkish Articles|Comments Off on Your Investment Advisor and Social Security Planning