DeRose Financial Planning Group

DeRose Financial Planning Group

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DeRose Financial Planning Group is a premier fee-based financial planning & wealth management firm that helps clients create the life they value and the legacy they envision. DeRose FPG’s passion is offering comprehensive wealth management planning to multigenerational families and business owners. Our different areas of planning include:
- Business Owner
- Retirement
- Education Funding
- Wealth

Quarterly Market Insights | July 2026 07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

9 Facts About Retirement 06/29/2026

Just entering retirement? Here's what you need to know.

9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you.

What You Need to Know About Social Security 06/24/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

What You Need to Know About Social Security Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

06/19/2026

At a time when racial inequality is so visible, Juneteenth is a day to celebrate and honor Black history and culture as we commemorate the end of slavery in the United States.

Take some time for reflection and education about the work that still lies ahead of us. The National Museum of African American History & Culture published an informative article, here: https://nmaahc.si.edu/explore/stories/historical-legacy-juneteenth.

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Telephone

Address


8755 West Higgins Road, Suite 200
Chicago, IL
60631

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm