Noise versus Substance

Noise versus Substance

Amid tariff wars and temporary truces, Brexit bewilderment, and the Fed potentially lowering the federal funds rate, we continue to stay the course and capture market returns. You probably already agree it makes sense to ignore noisy distractions in pursuit of your financial goals. But how do you know what is noise and what is…

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2019 Q2 Market Review

2019 Q2 Market Review

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2019 Q1 Market Review

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CFP News – Paul Costello, CPA

Costello Financial Planning is excited to share the news that Paul has officially become a licensed CPA.  Paul decided to pursue this designation in order to become more of an expert in the accounting fields, especially tax preparation, tax planning, and business law.  Costello Financial Planning is especially happy to supplement Rob’s Certified Financial Planner designation…

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2018 Q4 Market Review

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Happy Halloween

The Dad Tax or Mom Tax noun The act of protecting your children by inspecting their candy and taking a third for your troubles. Have a safe and Happy Halloween!

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2018 Q3 Market Review Video

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2018 Q3 Market Review

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Fiduciary or Advisor: One, the Other, or Both

Starting off … After I graduated from the University of Illinois at Urbana-Champaign with a Master’s degree in Accounting, I began my career at the Chicago Mercantile Exchange. During that time, I was approached by a number of financial advisors from large asset management companies who wanted to offer me assistance in retirement planning. Although…

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2018 Q2 Market Review

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