Quarterly Update

The S&P 500 Total Return Index gained 6.2% for the quarter while the Barclays U.S. Aggregate Bond Index declined 1.6% during this period. The stock market’s strength during the quarter was driven by more hopeful expectations for the economy in 2021. Small stocks,...

If anyone thought the economic review was mundane, then 2020 should make you reevaluate that point of view. The fourth quarter of 2020 was perhaps THE most interesting quarter in the economy in modern history. It is quite challenging to develop an economic outlook for...

The S&P 500 Total Return Index gained 12.1% for the quarter and finished up 18.3% for the year. The Barclays U.S. Aggregate Bond Index gained 0.4% for the quarter and ended up 5.6% for the year. 2020 was one of the most eventful years in recent memory. Pandemic...

Now is the time to review and consider your Medicare choices for 2021. Seniors currently enrolled in Medicare can reconsider their choices from October 15 through December 7, 2020. This is called the Open Enrollment Period and coverage can start on January 1, 2021....

North Star is proud to announce the sponsorship of the Chicago North Stars. They are the first all women’s team to play in an adult men’s league. Please view the article in the Chicago Sun-Times featuring one of our own — Anna Lurie. We wish the team success in their...

The S&P 500 Total Return Index finished up 8.93% for the quarter and is up 5.57% for the year. The Barclays U.S. Aggregate Bond Index gained 0.62%% for the quarter and is up 6.72% for the year. This has been a historically volatile year for the stock market. Investors...

We are excited to announce two new members to North Star. Eric Papenhagen and Harry Petruleas each have over 20 years of serving the financial needs of families. They will be joining the North Star Family Office, which provides a wide range of services, including:...

NORTH STAR OFFERS FREE FINANCIAL COUNSELING TO THOSE IN NEED We appreciate the people who support our lives right now – first responders and hospital workers, food preparers and deliverers, city workers who keep our city going, teachers conducting classes online, and...

While many are using this unique time to reflect and evaluate, this may be an appropriate time to review existing life insurance policies. Whether life insurance is for personal reasons, such as: Family or income protection Estate planning Wealth accumulation …or...

Reminder regarding 1st Quarter Performance Reports: We are suspending mail copies of this Quarter’s Performance Reports. If you would like to receive an electronic version of your report, please let us know. For those who receive these reports electronically, you will...