Understanding Asset Allocation – The First Step in Investment Decision Making

By Cicily Maton, CFP® CeFT®, Sr. Financial Planner Let’s start by defining asset allocation: it is the implementation of a strategy to balance the reward an investor is hoping for with the risk likely to be experienced. This balance is achieved by blending classes of assets in varying percentages. The traditional asset classes are stocks […]

Three Steps to Make Good Financial Decisions

By Cicily Maton, CFP® CeFT®, Sr. Financial Planner About twenty-five years ago Michelle, TPC Partner and my daughter, were on our way to a financial planning conference. It was there that we met one of the pioneers of the industry, Dick Wagner. It was the first time we heard Dick tell everyone that there were […]

Life Transitions- How Emotions Can Dismantle Our Ability to Make Good Decisions

life transitions

By Cicily Maton, CFP® CeFT® Most of us do not even think of “life events” as transitions. Unless, of course, it is one of the biggies, like death of a spouse or loved one or a divorce. In fact, there are numerous life events that trigger transitions, like selling your business, getting married, having a […]

Presidential Elections and the Market

elections

By Cicily Maton, CFP® CeFT® We all know there is a presidential election coming. It’s in the news, on television, Tweets, Facebook, Zoom. We can’t get away from it. There will be a continuous flow of information and misinformation from many sources who know, without a doubt, how the market will react depending on who […]

Cicily Maton: Investing During The Pandemic

Cicily Maton Investing During The Pandemic

TPC’s Cicily Maton, CFP ®, CeFT ®, was recently interviewed by Authority Magazine to help investors answer the question: What should I do with my money considering all of the volatility and uncertainty today? Click here to read the interview.       Cicily Maton, CFP®, CeFT®, is a Sr. Financial Planner in the Chicago office […]

Choosing Between a Lump Sum and Future Payments

By Matthew Sivertsen, CFP® and Cicily Maton, CFP®   As financial planners, we are consistently faced with helping people understand various concepts related to money. One concept that comes up time and time again is whether to take a lump sum of money, or choose instead a series of payments in the future.   Admittedly, […]

Living Longer, Healthier, and Happier

  By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the U. S. Census Bureau, millennials actually outnumber baby boomers (83.1 million) and now represent more than one quarter of the nation’s population. That explains why much of the research on longevity is being funded by […]

Advisors Adopt Healthy Habits To Boost Morale And Avoid Burnout

Cicly Maton

Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale and avoid burnout. In this article, Cicily explains the importance of clearing your mind. Read the whole article here: https://www.investors.com/financial-advisors/advisors-share-healthy-habits/

Coming Soon: Living Longer, Healthier, and Happier

By Cicily Maton, CFP® Back in January, I committed to writing an article about longevity. I was going to explain how longevity is providing all of us added years, and how with proper planning we can be healthier and happier. Well, here it is March and I still have not written that article. Which got […]

Scary but Necessary: How to Make Medical Decisions When You Are Out Of It

Cicly Maton

Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. In this article, Cicily explains how one prepares if they are too old or infirm to decide on life-saving surgery options. Read the whole article here: https://www.forbes.com/sites/lawrencelight/2019/01/23/scary-but-necessary-how-to-make-medical-decisions-when-youre-out-of-it/#76d974c3c7ff

Having “The Talk” with Loved Ones

By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how much—or how little—medical treatment to undergo. If you or someone you love is too sick or incapacitated to decide their fate, what happens next? Hopefully, among the many legal papers tucked away for every eventuality, […]