Market Watch

May 24, 2012 @ 06:36 PM

Dow Jones Industrials 12,529.75+ 33.60
Nasdaq Composite 2,839.38- 10.74
S&P 500 1,320.68+ 1.82
NYSE Composite 7,552.35+ 11.45
Wilshire 5000 13,807.25+ 17.70

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Stonebridge Advisors, LLC is a select group of financial professionals with experience in the industry since 1989.  Our depth of knowledge allows us to thoroughly understand the intricacies of your financial situation, no matter how simple or complex.  We have expertise in both individual and business planning; from individual retirement planning and risk management to business succession planning and group benefits, our team will work to create custom strategies to help you achieve your goals.

At Stonebridge Advisors, we want to help you live a life of value, focused on what is most important to you.  As your financial professionals, we help make certain that your individual needs and personal objectives are carefully considered as we help you develop an action-oriented plan to pursue your goals.

We believe that, when done properly, financial planning is an important element to help ensure the quality of your life.  There may be no better way to help you attain long-term success and make the most of your life.  You owe it to yourself...and those you care about.

 

Andrew R. Bennett      abennett@stonebridgeadvisor.com 
1515 W. 22nd St., Suite 300 Oak Brook, IL 60523 (630) 954-6890

James J. Bertucci, CFP®      jbertucci@stonebridgeadvisor.com 
835 E. Rand Rd.   Arlington Heights, IL 60004   (847) 454-0230

Annette Findling, CFP®      afindling@stonebridgeadvisor.com 
1751 Lake Cook Rd., Suite 200  Deerfield, IL 60015  (224) 554-8040

Anthony Mariani      amariani@stonebridgeadvisor.com 
1751 Lake Cook Rd., Suite 200  Deerfield, IL (224) 554-8041

Leslie North     lnorth@stonebridgeadvisor.com 
1751 Lake Cook Rd., Suite 200  Deerfield, IL 60015  (224) 554-8072

CFP®    CERTIFIED FINANCIAL PLANNER™     CFP(with flame logo)®  are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

  

Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

More Newsletters →

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