Broker Check
The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Field Your Dreams

5 Investing Lessons You Can Learn From Baseball

Major League Baseball has returned to ballparks across the country. While it's exciting to see sluggers and aces back on the field, the return of baseball serves a more useful purpose: the chance to hone your investing skills. That's because many of the fundamentals that are key to the sport can help you develop a solid portfolio. Here are some useful lessons from the national pastime:

1. Good Investing Isn't About Hitting Home Runs

2. Don't Listen to The Chatter

3. It Ain't Over Til It's Over

4. The Most Expensive Rosters Don't Necessarily Make The Best Teams

5. Be Prepared For Any Pitch That's Thrown At You

Kerry Close - April 04, 2016


During the course of a lifetime, personal circumstances change. Some of the most important financial decisions you make, will be the result of marriage, parenthood, home ownership, college education, and retirement. Wherever you are in life, there are several factors to take into account that may affect your financial situation.

Roz Financial is dedicated to helping individuals, families, and business owners develop a long-term, customized plan to help meet their personal and financial goals and dreams. Our job is to examine and take inventory of your financial history both past and present and work with you to establish a strategy to help you attain your desired wealth.

At Roz Financial we put your needs and interests first. We want to keep your financial future sound by monitoring your progress and keeping you in scoring position. Call our office at (224) 612-7057 to schedule a complimentary consultation with one of our Certified Financial Planners ®. 

Sponsor

Roz Financial is a proud sponsor of Dup15q Alliance. Dup15q Alliance provides support and promotes awareness, research and targeted treatments for chromosome 15q11.2-13.1 duplication (dup15q) syndrome. 

Learn more at www.dup15q.org

Helpful Content

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

 

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

View all videos arrow