July 2018 Client Update

Business Update D3 Featured in Crain’s Chicago Business Executive Wealth Management Guide: D3 was a participating sponsor in this year’s guide published on June 18, 2018. We were proud that one of D3’s clients was interviewed for this insightful piece. Click on this...

May 2018 Client Update

Business Update Tax Season is Over (Yahoo!): As a reminder, tax planning for next year begins today. To help you plan for next year, we have created spreadsheets you can use to keep track of your deductible real estate, medical, charitable and vehicle expenses. Click...

April 2018 Client Update

Business Update At D3 we are focused on the following activities: Taxes for AFO (Affordable Family Office) Clients: As we get closer to the end of another tax season, we would like to remind all of our AFO clients that we are not just doing taxes; we are also doing...

March 2018 Client Update

Tax Matters There are two major drags on the success of your financial plan: fees and taxes. Fees are necessary to get professional management and advice and usually average about 1.5%. You should evaluate the value you get by paying fees at least annually. Taxes are...

February 2018 Client Update

D3 Comments on Market Volatility We have been sharing with all of our clients for at least 6 months that a technical correction in this market was long overdue. Our primary indicator was that normal volatility in the market had been very subdued and abnormally low....