How should you invest your money when the stock markets are at, or near, all time highs? I go over a few strategies and ideas for you in this short episode. 

In this special Christmas episode, Rockie reveals his top 5 favorite Christmas songs and top 5 Christmas movies of all time. 

Feel free to agree or disagree, but either way, let us know your top 5 songs and movies for the Christmas Season!

www.FinancialPlannerPeoriaIL.com

Did you know that there are over 20 new taxes and tax hikes scheduled to hit Illinoisans Jan 1st, 2020? Well you do now! Most of them revolve around your vehicle. Registration taxes, parking garage taxes, cigarette taxes, taxes on beer, spirits and wine are all scheduled to either increase or, begin in the new year. In today's episode, Rockie talks about these new taxes & tax hikes, and what they mean for Illinois residents in 2020 and beyond. 

Links

Tax hike on vehicle trade-ins.

https://www.illinoispolicy.org/illinois-imposing-car-trade-in-tax-on-jan-1-dealers-call-it-double-taxation/

20 other Tax and fee hikes coming in 2020.

https://www.illinoispolicy.org/20-tax-and-fee-hikes-totaling-4-7-billion-coming-soon-for-illinoisans/

Tax hike on parking garages, vaping, cigarettes. 

https://news.wttw.com/2019/12/12/new-year-new-taxes-what-will-cost-more-2020

In the spirit of the season, in this episode, I talk about the top 10 things I'm thankful for in 2019. Five things professionally and five things personally. 

I hope you enjoy the show!

I've been in this business for 12 years, and I've worked with clients from all walks of life. Both in terms of wealth, and in terms of age. With that said, I've noticed that I get similar questions from many of my clients regardless of their situations. 

In today's episode, I'm introducing a new segment into the show. I hope you like it!

Articles referenced in this episode: 

https://www.thebalance.com/presidential-elections-and-stock-market-returns-2388526

https://www.capitalgroup.com/individual/planning/investing-fundamentals/presidential-election.html

How does the Federal Reserve lowering interest rates affect your investments? I explain in this short episode. 

We welcome your feedback here at the show. Leave us a review on Apple Podcasts, or reach us the following ways:

Email: [email protected]

Blog/Podcast Website: www.FinancialPlannerPeoriaIL.com

Firm Website: www.rpzeigler.com

Call or text our office 309-240-8787

Article mentioned in the show: Bankrate.com - What Is The Fed Funds Rate?

Derick's resume is loaded. He has 2 Masters degrees. He is currently working on his PhD, is the father of a new baby girl, and the founder of For You The Culture, a non-profit whose mission is to "rewrite the narrative of the African-American Community."

Derick & I get into some uncomfortable, but necessary discussions about his views on the African-American culture and what he feels needs to change.

Derick is not just attempting to rewrite the narrative, he is living it out as an example for others to see. He is a fantastic role model and a great ambassador for Peoria Illinois.  

I came away from this interview very impressed by this young man, and I have little doubt that you will too. 

Eric Thomas Video: https://www.youtube.com/watch?v=7Oxz060iedY

Inky Johnson Video: https://www.youtube.com/watch?v=zeWg73GzVbc

For You The Culture Website: www.foryoutheculture.com

Feedback for the show: [email protected]

One the hot topics right now, both on Capital Hill and on Wall Street, is a possible Presidential impeachment. 

This show WILL NOT be an analysis of the political situation at the White House and in Congress, but rather a look back at historical Presidential impeachments and how the stock markets performed during the proceedings. 

Full disclosure, the sample size is pretty small. There isn't much to really go off of, but I feel it's important to look back at the Clinton, Nixon and Andrew Johnson impeachment processes anyway. Hopefully we can gain some knowledge from history to better navigate today's possible Trump impeachment. 

Please leave us a review on Apple Podcasts! It helps the growth of this show tremendously. 

Here are the various ways you can contact the show if you're so inclined:

www.FinancialPlannerPeoriaIL.com

Twitter: @AnxiousAdvisor

Email: [email protected]

When considering buying a mutual fund, or any investment for that matter, it's important analyze them properly. Factors such as fees, risk and tax efficiency should come into play when making a decision to buy an investment or not. However, when it comes to mutual funds, comparing a them to a benchmark (such as the S&P500 index or a Dow Jones Index, for example) should come into the equation, as well. Not just any benchmark though, it should be the PROPER benchmark. 

You don't compare the gas mileage of a massive pickup truck, to a Toyota Prius, right? The same concept applies here.

You generally won't get the info you desire by comparing a high-risk mutual fund to a low-risk benchmark. It just doesn't work that way. 

I wrote a blog post about this back in June, but today, I rant about it.

As always, reach out to me if you have any thoughts about the show, or have personal finance questions!

www.rpzeigler.com

www.FinancialPlannerPeoriaIL.com

[email protected] 

In my 12 years as a Financial Planner, I've been asked many questions about the "stock market." It's a term that gets used quite often, but it rarely gets defined. I thought I'd take an opportunity to get back to the basics of investing and personal finance. 

In this episode we go over what the stock market actually is, what the S&P 500 is, and what the Dow Jones Industrial Average is. 

If you like the show thus far, please leave a review below. I truly appreciate it and it greatly helps the show's growth. 

Find out more about Rockie:

Rockie's firm - www.rpzeigler.com 

Rockie's blog - www.FinancialPlannerPeoriaIL.com

Email - [email protected]

Twitter - @AnxiousAdvisor