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Quarterly Market Review – First Quarter 2018

While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace. With that in mind, we publish a brief market update each quarter. Below you will find updates for the first quarter of 2018.

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Enjoy the read and remember, it’s NOT about the money.  It’s about how the money supports your goals!

At F5 Financial Planning we focus on helping individuals and families find balance between faith, friends and family, fitness and finance.  We make sure that they have the financial freedom to enjoy those things in life that are important to them.  And while we believe the left-brain facts and data are critical; we work with our clients to get them in the right state of mind to focus on the goals they want to achieve.

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F5 Financial Planning provides fee only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities.  Curt Stowers is a fee only financial planner.  He has passed the CFP® examination.  Contact or visit Curt at his Naperville location.

We’d love to have the opportunity to hear about your situation.  Send us an e-mail or give us a call to find out more about next steps

Helping You With:

– Wealth Preservation – Wealth Enhancement – Wealth Transfer – Wealth Protection – Charitable Giving

Visit Us At:

50 South Main, Suite 200 Naperville, IL 60540

Contact Us At:

(630) 474-5213 info@f5fp.com

Curt Stowers

Curt Stowers

Curtis Stowers helps individuals and families across the United States grow their financial assets, particularly in the Naperville, IL region. He is a Certified Financial Planner, holds a Ph.D. in Industrial Engineering from the University of Illinois, and is the founder of F5 Financial.