5 Ways to Benefit from the SECURE Act

by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting more

Sometimes, the Answer Should Be “No.”

By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities more

Quarterly Market Review – Q4 2019

This report features world capital market performance and a timeline of events for the past quarter. It begins with a more

TPC’s Chartered SRI Counselor

A groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI), becoming a Chartered SRI Counselor is more

The 2010s: A Decade in Review

While stock returns are unpredictable, there is precedent for the value premium turning around quickly.

Certified Financial Planner Reveals True Meaning of ‘Life Planning’

Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their more

Are You Ready for Life’s Surprises–Big and Small?

by Dr. William “Marty” Martin Life’s surprises catch us at the best of times and the worst of times. Reflect more

Season’s Greetings from Our TPC Family to Yours!

Wishing you and your family joy, love, and peace this holiday season.

Hindsight Is 20/20. Foresight Isn’t.

While stock returns are unpredictable, there is precedent for the value premium turning around quickly.

Year-End Tax Tips

by Michelle Maton, CFP® & Rob Baner, CPA Now that we’re settling into the revisions of the Tax Cuts and more