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# Financial Planning
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by  | Nov 19, 2024 | 
Download the Roadmap for Heirs We first published this Roadmap for Heirs Navigator in...
by  | Jul 16, 2024 | 
In the dynamic world of financial planning, the traditional stronghold of life insurance...
by  | Jun 17, 2024 | 
An employee equity or stock compensation plan offers noncash benefits through restricted...
by  | Apr 5, 2024 | 
We have published this Navigator at this same time each of the past several years in...
by  | Mar 27, 2024 | 
Roth IRAs can be highly useful retirement savings vehicles for investors.. While it is...
by  | Feb 5, 2024 | 
If you're wondering, "Do I need life insurance?" you're not alone. Life insurance can...
by  | Nov 28, 2023 | 
 America’s financial system to function properly, savers...
by  | Sep 27, 2023 | 
 estate taxes impact only a...
by  | Aug 22, 2023 | 
Regardless of your age, maximizing the benefit of your 401(k) and other retirement...
by  | Aug 21, 2023 | 
 401(k) plans have grown in...
by  | Aug 14, 2023 | 
A will is a legal document outlining how a person's assets and property will be...
by  | Jul 27, 2023 | 
In the summer of 2005, alarm bells were ringing around our office regarding the state of...
by  | Jul 25, 2023 | 
Trusts are an increasingly popular estate-planning tool that allows one party (the...
by  | Jul 17, 2023 | 
 Life insurance can be a highly...
by  | Jul 14, 2023 | 
We live in a world where change rules. Whether it’s the nature of the economy or the...
by  | Apr 3, 2023 | 
 cost of long-term care has...
by  | Mar 21, 2023 | 
Financial advisors can plan every aspect of your economic life. Here's what we believe...
by  | Jan 24, 2023 | 
 purpose of this navigator is...
by  | Jan 19, 2023 | 
 The SECURE Act, which stands for...
by  | Nov 18, 2022 | 
 Bonds are a low risk fixed income...
by  | Feb 15, 2022 | 
The purpose of this Navigator is to explain the basics of Social Security benefits, to...
by  | Jan 31, 2022 | 
Ever since the coronavirus pandemic reached the United States, baby boomers have been...
by  | Jan 20, 2022 | 
If you’re one of the many homeowners who make monthly mortgage payments, you may have...
by  | Jan 3, 2022 | 
Choosing a wealth management firm can come with many unknowns. Some advisors perform...
by  | Dec 1, 2021 | 
Personal Finance Strategies to Combat Inflation Inflation has risen significantly...
by  | Nov 30, 2021 | 
3 Tips to Improve Financial Literacy as You Approach Retirement Retirement is a prospect...
by  | Nov 18, 2021 | 
Investors who also wish to be donors likely have more options for making tax-efficient...
by  | Nov 4, 2021 | 
The phrase “keeping up with the Joneses” is frequently used to describe the phenomenon...
by  | Oct 28, 2021 | 
What You Need to Know About Virtual Financial Advising and Robo-Advisors The COVID-19...
by  | Jul 28, 2021 | 
If you are the owner or the recent inheritor of a large IRA, the SECURE Act is likely to...
by  | Jul 8, 2021 | 
“Are we doing enough?” That’s the question we field most often about retirement...
by  | Apr 21, 2021 | 
How to prepare financially for retirement is a question many people wrestle with...
by  | Mar 10, 2021 | 
Trustees have a fiduciary duty to your trust, and they are responsible for finding high...
by  | Oct 5, 2020 | 
Low interest rates combined with massive changes in travel behavior during the COVID-19...
by  | Oct 2, 2020 | 
As a parent, you have a lot on your plate. Preparing for college costs is unlikely to be...
by  | Sep 27, 2020 | 
Photo by Andy Dean Flexible spending accounts (FSAs) and health savings accounts (HSAs)...
by  | Aug 24, 2020 | 
Illinois business owners deciding which retirement plan to choose should consider the...
by  | Aug 20, 2020 | 
Although Millennials are usurping them in other areas, Baby Boomers still have a firm...
by  | Aug 10, 2020 | 
by  | Aug 3, 2020 | 
In personal finance, women face a different set of challenges than men. Some of these...
by  | Jul 20, 2020 | 
Asset protection isn’t just a safeguard in case of divorce; it’s a set of actions you...
by  | Jul 12, 2020 | 
As a new parent, you have a lot on your plate. You have an entirely new set of demands...
by  | Jul 5, 2020 | 
Setting aside money for retirement might not seem pressing during the early stages of...
by  | Jul 1, 2020 | 
For many Americans, their home is their single largest investment, usually representing...
by  | Apr 28, 2020 | 
The COVID-19 pandemic is the most significant economic event since World War II, and the...
by  | Apr 2, 2020 | 
This is the third article in a three-part series on the CARES Act, a $2 trillion...
by  | Apr 1, 2020 | 
This is the second article in a three-part series on the CARES Act, a $2 trillion...
by  | Mar 31, 2020 | 
This is the first article in a three-part series on the CARES Act, a $2 trillion...
by  | Mar 16, 2020 | 
Sudden wealth changes your circumstances, and it can be difficult to manage that influx...
by  | Mar 9, 2020 | 
High net worth retirement planning requires a different approach to goal-setting. Here...
by  | Mar 2, 2020 | 
For high net worth individuals, financial planning comes with different concerns than...
by  | Feb 14, 2020 | 
Photo by sucessphoto The SECURE Act, which was signed into law at the beginning of the...
by  | Nov 11, 2019 | 
Qualified retirement plans are powerful savings tools that can help small business...
by  | Jun 17, 2019 | 
Photo by nata777\_7 Those preparing for retirement today should also seek to...
by  | May 2, 2019 | 
Photo by cabania Minimizing taxes is important in building and protecting wealth over...
by  | Jan 18, 2019 | 
Photo by weerapat1003 As identity theft and data breaches become ever-more-common...
by  | Oct 23, 2018 | 
Photo by SasinParaksa Password managers are digital vaults that help create and store...
by  | Sep 19, 2018 | 
Photo by mybaitshop All of us have various concerns in our lives that command our time...
by  | Jul 30, 2018 | 
Photo by cabania Not only do donor-advised funds allow you to easily make charitable...
by  | Jun 29, 2018 | 
Photo by woodsy Estate  planning  matters;  you  want  to  ensure that, after your...
by  | Jul 8, 2017 | 
Photo by magele-picture To achieve their financial goals, clients must be able to trust...
by  | Jan 9, 2017 | 
Photo by sveta  Behavioral finance combines psychology and economics to explain how...
by  | Jun 16, 2016 | 
Photo by Andrey Popov In our financial advisory role, we seek to work with clients to...
by  | Mar 30, 2016 | 
Photo by pogonici The costs associated with college education in the United States have...
by  | Jan 26, 2016 | 
Photo by larryhw. The purpose of this Navigator is to explain the basics of Social...
by  | Oct 28, 2015 | 
Photo by tashatuvango Life insurance can be a highly effective risk management tool that...
by  | Jul 9, 2015 | 
Photo by barameefotolia. For many individuals, an Umbrella insurance policy is an...
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# Resources
Access and download our latest financial whitepapers.
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*This article is prepared by Pekin Hardy Strauss, Inc. (“Pekin Hardy”, dba Pekin Hardy Strauss Wealth Management) for informational purposes only and is not intended as an offer or solicitation for business.  The views expressed are those of the author(s) as of the date of publication of this report and are subject to change at any time due to changes in the market or economic conditions. Pekin Hardy cannot assure that the strategies discussed herein will outperform any other investment strategy in the future.* *Past performance is no guarantee of future results. Because the application of Socially Responsible Investing (SRI) eliminates certain securities as investments, it may cause performance to behave either positively or negatively compared to strategies that do not screen for SRI criteria.*
# News Room
by  | May 12, 2023 | 
Although we cannot know what the future may bring, reflecting on the past will allow us to make better predictions about what is to come. Based on the dot-com bubble era insights, we believe that investors, depending on their financial situations and risk/return...
by  | Mar 31, 2023 | 
“The bottom line is, deposits were really taken for granted for a very, very long time because of the zero interest rate environment, and now that’s completely changed.” Joseph Plevelich, our senior research analyst is interviewed by Bloomberg regarding the current...
by  | Mar 14, 2023 | 
Most people invested in the markets experienced the pain of bad returns, with the average 60/40 portfolio declining by 17% in 2022. If 2022 were any other year, it would be easy to chalk this up to market volatility, but in our view investors are likely not yet out of...
by  | Feb 9, 2023 | 
"A lot of times people own things that they don’t realize they own — things that are at odds with their personal values.”  Our portfolio manager and director of ESG research Matthew Blume lends his expertise on mutual funds and ETFs to an article for Better.net on how...
by  | Apr 5, 2022 | 
In this episode Matthew gives us the lowdown on ESG investing, ESG rated funds, and the various socially responsible investing options.
by  | Jan 14, 2022 | 
ABC News 7 – Buffalo NY "Reason we think inflation isn't going away anytime soon is because there is a problem a lot of policy makers are not discussing," said Strauss. "The debt to Gross Domestic Product (GDP) ratio of the US economy and global economy is higher than...
by  | Jan 7, 2022 | 
As an advisor focused on sustainable investing, this expansion in ESG data has allowed us to go even deeper in our understanding of ESG risks and opportunities and has enhanced our ability to customize client portfolios and ensure that they align with client values....
by  | Jan 4, 2022 | 
If you’re new to investing and interested in putting your money into causes you care about, socially responsible investing (SRI) may be a good option. Over the past few years, a heightened public focus on issues like the climate crisis and environmental... Read More...
by  | Aug 17, 2020 | 
Pekin Hardy Strauss Wealth Management, a Chicago-based independent investment adviser, has partnered with Self-Help Federal Credit Union to provide much-needed capital to underserved neighborhoods in Chicago.
Pekin Hardy Strauss Wealth Management is partnering with Self-Help Federal Credit Union to offer a 24-month, 0.60% interest CD that will provide capital to underserved and under-banked communities in Chicago.
by  | Sep 5, 2019 | 
CHICAGO, Illinois: Pekin Hardy Strauss Wealth Management, a Chicago-based independent investment adviser, has been recognized by B Lab as a 2019 Best For The World Honoree in the categories of Changemaker and Customers. Pekin Hardy Strauss ranked in the top 10 percent...
by  | Jul 8, 2016 | 
Matthew Blume discusses shareholder advocacy in Financial Advisor Magazine.
by  | Apr 12, 2016 | 
A shareholder resolution filed by Pekin Singer Strauss Asset Management, advisor to the Appleseed Fund (APPLX, APPIX), has yielded a commitment from Titan International (TWI) to increase its board diversity. Pekin Singer Strauss, an independent financial advisory firm, requested that Titan, a leading manufacturer of off-road wheels and tires, issue a report outlining specific steps being taken to increase diversity among its board of directors, and an assurance that it will continually assess the effectiveness of those efforts.