George Maroudas, CFP®

Securities offered through LPL Financial, Member FINRA/SIPC.

[George Maroudas, CFP® @ChicagoAdvisor]

If you invested $10,000 in 2022 Super Bowl advertisers, this is how much you would have today:

▫️ FTX $0
▫️ Carvana $920
▫️ Vroom $1,750
▫️ Coinbase $3,620
▫️ DraftKings $7,450
▫️ Rocket Mortgage $7,840
▫️ Salesforce $8,190
▫️ GM $8,460
▫️ Meta $8,700

[George Maroudas, CFP® @ChicagoAdvisor]

Interested in SpaceX?

A great company doesn’t always make a great investment.

All 10 of the largest U.S. IPOs since 1999 had negative returns one year after going public.

[George Maroudas, CFP® @ChicagoAdvisor]

The top 10% now account for nearly half of all consumer spending

[George Maroudas, CFP® @ChicagoAdvisor]

Disclaimer:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform.

[George Maroudas, CFP® @ChicagoAdvisor]

3. Liquidity 💧

Not all assets are easy to access when you need cash.

Cash = most liquid
Real estate = not so much

Balance liquid and illiquid assets so you can handle emergencies without disrupting long-term investments.

[George Maroudas, CFP® @ChicagoAdvisor]

The Bottom Line

Diversification isn’t just about owning lots of stuff.

It’s about balance across:
✔️ Investment types
✔️ Account types
✔️ Liquidity levels

Do it right, and your financial plan gets a lot more resilient.

[George Maroudas, CFP® @ChicagoAdvisor]

2. Asset Location 🗂️

It’s not just what you invest in—but where.

Spreading investments across:
• Taxable brokerage
• Roth accounts
• Traditional pre-tax IRAs/401(k)s

…gives you more tax flexibility, before and during retirement.

[George Maroudas, CFP® @ChicagoAdvisor]

3 Types of Diversification That Actually Matter...

Everyone says “Be diversified.”

But what does that really mean?👇

[George Maroudas, CFP® @ChicagoAdvisor]

1. Investment Mix 📊

Don’t put all your eggs in one basket.

Diversifying across different asset classes and types.

Being too concentrated in one investment can significantly increase your overall risk.

[George Maroudas, CFP® @ChicagoAdvisor]

The cost of sending our daughter to college could reach $𝟔𝟎𝟎,𝟎𝟎𝟎...

And that’s to attend my alma mater, Michigan State.

If you have kids (or plan to), don’t wait to start saving. Even small steps today can make a big difference later.

[George Maroudas, CFP® @ChicagoAdvisor]

S&P 500's quickest recoveries to records following a decline of at least 15%

[George Maroudas, CFP® @ChicagoAdvisor]

Disclaimer: Please consult your financial advisor regarding your specific situation. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

[George Maroudas, CFP® @ChicagoAdvisor]

What the “One Big Beautiful Bill” Means for Your Money👇

[George Maroudas, CFP® @ChicagoAdvisor]

There's a long list of changes but these are some of the most notable for financial planning. If you have any questions don't hesitate to reach out.