Broker Check


What’s on our mind? You can find out by visiting our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, December 13, 2018

Examining the five primary catalysts that can signal a bear market and what they're saying.


Thursday, November 15, 2018

Last night we hosted our annual Client Appreciation Dinner to say thank you to our clients.


Tuesday, November 6, 2018

Removing small roadblocks can make a big difference in your results.


Tuesday, October 23, 2018

As the saying goes, investing is simple but not easy. Here's why.


Thursday, October 11, 2018

Jim gives retirement advice on what to do when you turn 50.


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Wednesday, September 26, 2018

In the NBA, the phrase “The Big Three” gets thrown around every now and then. But there’s another "Big Three" that you, like a lot of NBA teams, have probably spent a lot of money on.


Monday, September 10, 2018

I’ve found that many of our successful clients were good at and took pride in two things: 1) Staying well organized with their finances and 2) Knowing where they stood in relation to their financial goals.


Wednesday, August 15, 2018

People get stocks. But not as many people understand bonds.


Tuesday, July 31, 2018

Jim and I were recently interviewed by the Daily Herald for their article on the state's new retirement program, Illinois Secure Choice.


Thursday, June 14, 2018

2018 marks 5 years since Jim and I moved Platania Financial's office location from Mount Prospect, where we had operated for 26 years, to our current location in downtown Arlington Heights. At 2 W. Northwest Highway sits the building...


Wednesday, May 23, 2018

When it comes to college planning, a 529 account is about as big of a no-brainer as you'll come across. Earlier this month, I attended the 2018 Illinois College Savings Summit in downtown Chicago for a presentation on the ins-and-outs...


Friday, May 11, 2018

There are a lot of great things happening around Chicagoland this summer. We hope you can find time to attend some of these events with friends and loved ones and make this summer the best one yet. Enjoy!


Thursday, April 12, 2018

The most important personal finance concept is simple but often overlooked: It sounds easy, but a lot of people become more concerned with fine-tuning the bells and whistles of their portfolio than focusing on the basics that make...


Monday, March 26, 2018

Trees don’t grow to the sky, but they can get pretty tall. With much of the pessimism surrounding some of the recent 2018 stock market highs, I thought I would quote one of the greatest investors of the last 100 years, the late...


Friday, March 16, 2018

Every once in a while I come across a graph or chart that tells a powerful story about the markets. Here's one that I think fits the bill: The above image is from J.P. Morgan’s “Guide to the Markets” research and...


Thursday, February 22, 2018

Separating the things you can control from those you can't isn't just good for your stress levels, but your retirement outlook too. Take a look at my article from last month's Daily Herald Business Ledger. It's a quick read, I promise.


Thursday, February 15, 2018

Hi everyone! Tax season is upon us and the Platania Financial Team wants to ensure that you stay up-to-date with 1099 statement developments for tax year 2017. To refresh your memory, a 1099 is a statement generated by your investment...


Tuesday, February 6, 2018

The last few days in the market have been a wild ride as the Dow Jones Industrial Average saw a 1175 point decline on Monday. But in times like these it can be important to think in terms of percentages, not points. Although it was the...


Monday, February 5, 2018

The Platania Financial Team is thrilled to usher in 2018 with a fresh website to match. By reestablishing our digital footprint, we have two primary goals: 1) to deliver more effective client access and 2) to become a platform for...