OTIUMfinancial

OTIUMfinancial Unbiased Financial Planning.

The game is changing. This is where we come in, cheers!
08/09/2021

The game is changing. This is where we come in, cheers!

Investors who don’t want to pay the traditional 1% of assets for financial advice have an increasing number of alternatives.

Which one do you think you are and which one should you be?
06/11/2021

Which one do you think you are and which one should you be?

Understanding the difference between speculation and investing is essential to avoiding reckless risk.

pay attention to this one...
05/06/2021

pay attention to this one...

Gary Gensler is set to address both recent episodes of market turbulence Thursday before the House Financial Services Committee.

and here we go... What's your plan? Is it to participate or wish you had? You'll never know what's right for you until ...
05/04/2021

and here we go... What's your plan? Is it to participate or wish you had? You'll never know what's right for you until you talk with us.

The S&P 500 extended its rally after closing out April with its best one-month performance since November.

This is where we come in. Its never a one size fits all.
04/25/2021

This is where we come in. Its never a one size fits all.

Forget the conventional wisdom of withdrawing a fixed amount each year. Flexibility will increase the odds of not spending too little or too much.

Getting there... make sure to invest in your company sponsored plans if you haven't before. If no option, what else can...
04/22/2021

Getting there... make sure to invest in your company sponsored plans if you haven't before. If no option, what else can you invest and save in? Set up our free consult to discuss.

Worker filings for jobless claims reached another Covid-19 low at 547,000 last week, the Labor Department said Thursday, a sign the labor market is strengthening.

Did you sit and do nothing or did you wish you made changes?
04/22/2021

Did you sit and do nothing or did you wish you made changes?

The Dow and S&P 500 bounced nearly 1% after consecutive down days, but both benchmarks finished shy of their records.

Annnnd this is where we come in.
04/16/2021

Annnnd this is where we come in.

Too many people leave work too early or too late. It doesn’t have to be this way.

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444 W. Lake Street Suite 1700
Chicago, IL
60606

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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