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Sue Stevens

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  1. What to Do If You're Light on Stocks

    Headlines

    Thu, 12 Jun 2014

    average? And how does market valuation factor into all of this? 'Things Often Turn Out Badly' For financial advisor Sue Stevens of Stevens Wealth Management in Deerfield, Ill., the investor's time horizon is a key variable when deciding whether

  2. Reasons for Optimism

    Headlines

    Fri, 7 Mar 2014

    health-care costs are charged. All in all, a basis for improvements ahead. Follow AdviceIQ on Twitter at @adviceiq . Sue Stevens , CFA, CFP, CPA/PFS, is the chief executive and chief investment officer of Stevens Wealth Management, in Deerfield

  3. Smoother Sailing in Washington?

    Headlines

    Tue, 25 Feb 2014

    retirement planning, you should take the time to understand other company benefits and how to maximize them. My colleague Sue Stevens touches on the basics in this article . 3. Establish an Emergency Fund Once you have settled into your job and have

  4. Should You Count Social Security as a Bond?

    Headlines

    Thu, 9 Jan 2014

    risk tolerance/capacity," he said. "But at a minimum it should at least inform the decision." Financial planner Sue Stevens , CEO and chief investment officer of Stevens Wealth Management in Deerfield, Ill., employs a hybrid approach. While

  5. Reconsider Your Decision to Skip the Health Savings Account

    Headlines

    Thu, 28 Nov 2013

    provides a 'piggy bank' if needed to meet the deductible and can serve as a great tax-deferred savings vehicle." Sue Stevens , CEO of Stevens Wealth Management in Deerfield, Ill., also likes HSAs as tax-deferred savings vehicles and encourages

  6. What Should You Do With Your TIPS?

    Headlines

    Thu, 29 Aug 2013

    correlations with small- and mid-cap U.S. stocks , in particular, are among the lowest of any major asset-class pair. Sue Stevens , CEO of Stevens Wealth Management in Deerfield, Ill., believes that TIPS roles as diversifiers could continue

  7. Did you Rebalance yet and Regert it?

    Commentary

    Thu, 23 May 2013

    Weighted.. Mybe this Article by C. Benz can help justify Rebalancing or not? Should You Rebalance Into (Gulp) Bonds? Sue Stevens , CEO and chief investment officer of Stevens Wealth Management in Deerfield, Ill., ( ave $2 Million per clients

  8. Should You Rebalance Into (Gulp) Bonds?

    Headlines

    Fri, 19 Apr 2013

    quality and low expenses. This limits but does not eliminate the potential downside risk from rising interest rates." Sue Stevens , CEO and chief investment officer of Stevens Wealth Management in Deerfield, Ill., is positioning client bond portfolios

  9. The Error-Proof Portfolio: Should You Rebalance Into (Gulp) Bonds?

    Headlines

    Mon, 4 Mar 2013

    quality and low expenses. This limits but does not eliminate the potential downside risk from rising interest rates." Sue Stevens , CEO and chief investment officer of Stevens Wealth Management in Deerfield, Ill., is positioning client bond portfolios

  10. Morningstar Conference 2012

    Headlines

    Fri, 29 Jun 2012

    market mutual fund investors well. Diversification and Portfolio Planning Key Tools for a Tough Retirement Environment Sue Stevens of Stevens Wealth Management describes the role of fixed-income, developing-markets exposure, flexible withdrawal

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