Tax
Planned during the year, not at filing. Withholding, the timing of gains, and the decisions that only work before December 31. Your CPA sees last year. We are looking at this one.
Benefits
Your benefits, worked through. The 401(k) menu nobody explains, what to do with the ESPP, and the enrollment choices you make in ten minutes and live with all year.
Estate and household
When money has to move. Beneficiary designations, powers of attorney, gifting strategy — the paperwork most people mean to get to. Plus the household running day to day. If it moves your net worth, we work on it.
Negotiation
We will negotiate for you. Cars, homes, the purchases where a few hours of pushing saves real money. Most advisors do not think that is their job.
You will always talk to Don or Kevin.
Forty years between the two of us. No commissions, no product sales, nobody with a stake in what we tell you.
From 1990 until 2006, Don's career was spent in the institutional fixed income markets. His clients were mainly located in Chicago, New York, and Boston and included firms such as The Northern Trust, Value Line, State Street Bank and Trust, and Brown Brothers Harriman. His product expertise included corporate bonds along with tax exempt and taxable municipal bonds.
In the mid 1990s, Don became one of the leading authorities and top traders of tax-exempt municipal housing bonds in the country. He has taken numerous professional courses ranging from bond futures and options to currency hedging, and is frequently quoted in both the local and national press.
In 2006, Don left the institutional bond business to form Blue Haven Capital with the goal of bringing top tier portfolio management expertise to individuals and small foundations throughout the United States. Today Blue Haven Capital serves clients nationwide along with a number of expat Americans living in Eastern and Western Europe.
Don lives in Chicago and is an avid runner and swimmer. He’s also a former triathlete who competed in dozens of triathlons ranging from sprint distance to Ironman distance races. He volunteers with Center for Economic Progress (CEP) in Chicago, and travels frequently to see family, friends, and clients.
Growing up, Kevin intentionally saved everything he made with the goal of investing for himself when he turned 18. So in June 2008, armed with $10,000 he made refereeing basketball throughout his teenage years, Kevin dove head first into the stock market. You could say he learned pretty early on that you can’t time the market.
Kevin soaked up his early and historic experiences from 2008 and dedicated himself to studying what makes an investor successful. To do this, Kevin began recording his computer screen a few days per week in 2012 as he navigated the market with his own money. Like a coach studying game film, he wanted to see everything in close detail, and analyze his own real-time decisions and thought process.
Kevin leveraged this footage into a subscription website called Watchhimtrade.com, where subscribers could tune in to hear Kevin’s thoughts on the market and investment strategies. Humbled by requests from subscribers to manage their money for them, Kevin then pursued a career as a Financial Advisor. He joined Blue Haven Capital in 2017.
Kevin enjoys coaching youth basketball, a good pizza, trips to Northern Michigan, and spending time with his family. He lives in Geneva, IL with his wife and two young children.
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