Deep Blue Financial

Deep Blue Financial Deep Blue Financial is a wealth management and investment advisory company serving Chicago’s Northshore, including Highland Park, Deerfield, and Northbrook

Deep Blue Financial LLC is an Investment Advisory located in Northbrook and Long Grove IL. They specialize in index fund investing and other low cost investments.

The Federal Reserve Bank is expected to raise interest rates again at their next meeting on Sept 20. What should people ...
09/13/2023

The Federal Reserve Bank is expected to raise interest rates again at their next meeting on Sept 20. What should people be doing with their bond portfolios to take advantage? I discuss that in a new article I wrote for Deep Blue Financial.

A look into the historical interplay between bond portfolios and federal funds rate increases, focusing on strategies for 2023.

Do I rebalance my portfolio even if it means I need to pay capital gains?We discuss...
09/07/2023

Do I rebalance my portfolio even if it means I need to pay capital gains?

We discuss...

The pros and cons of rebalancing portfolios and realizing capital gains, with a focus on long-term historical returns and strategies to lower risks without incurring taxable gains.

I run an investment advisory practice in Chicago.With interest rates spiking and markets becoming a bit more volatile, I...
08/18/2023

I run an investment advisory practice in Chicago.

With interest rates spiking and markets becoming a bit more volatile, I'd expect to be getting a lot of questions about recession or how to protect a portfolio in a bear market...

But the most frequent topic I have been covering this year is a bit of a surprise... "Backdoor Roth Contributions."

I cover the topic in detail here...

Backdoor Roth IRA contributions and discover who stands to gain the most from this retirement savings strategy.

Address

707 Skokie Boulevard, Ste 600
Northbrook, IL
60062

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 12pm
Sunday 9am - 11pm

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