The Planning Center featured in NAPFA Advisor Magazine
Recently featured in NAPFA Advisor, The Planning Center has garnered recognition for its unique and multi-generational approach to financial planning. Leading this innovative strategy is Michael Branham, CFP®, a seasoned shareholder and senior financial planner at the firm, who understates their unwavering commitment to longevity and sustainability. Echoing this philosophy is a poignant vision that […]
JJ Sessions Quoted in USA Today
In a fascinating article from USA Today, JJ Sessions provides valuable insight into the intricacies of inheriting a Roth IRA. As a guest, Sessions delves into the complexities of these accounts, highlighting the advantages and challenges of being a beneficiary. With his expertise, Sessions is among a dynamic community of advisors committed to understanding the […]
Jude Boudreaux featured in CNBC
Embark on a financial empowerment journey as Jude teams up with CNBC to unveil strategic methodologies for alleviating tax burdens within your retirement portfolio. In this insightful op-ed, gain access to an array of expert-driven approaches designed to maximize tax efficiency and bolster your long-term financial well-being. Explore innovative strategies gleaned from analysis to optimize […]
Andy Baxley Quoted in Money.com
Andy Baxley, a guest at Money.com, has taken it upon himself to debunk antiquated financial advice. By joining the discussion on Money.com, you will have the opportunity to delve further into this subject and discover how reevaluating conventional financial wisdom can revolutionize your approach to wealth management. Irrespective of whether you are a seasoned investor […]
Jude Boudreaux on Retiring Abroad
Jude, a highly experienced financial planner, has decided to explore retiring abroad. Recognizing the importance of such a decision, writers at Financial Planning sought Jude for insights. Jude has partnered with Financial Planning, a well-respected publication renowned for its cutting-edge industry insights, to assist in this endeavor. Together, they are delving into whether retiring abroad […]
Relocating to Spain
Join us on CNBC as we take an in-depth look at the global migration trend with our guest speaker, Jude. Together, we’ll explore the increasing number of Americans who are choosing to relocate to Spain and the remarkable surge in real estate prices that has followed. Through Jude’s expert insights and analysis, we’ll examine the […]
So What’s Your Plan for the Bear Market?
A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things you need to buy. Interest rates are rising and make it a confusing time to consider buying or selling a house, or making other major financial decisions. This all adds […]
Are We Headed for a Recession?
Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikeshave many investors concerned we are headed for another big “R”—if we’re not already there. But recessions are alwaysidentified with a lag. By the time one is called, the worst of its impact on markets has […]
Light at the End of the Inflation Tunnel?
At some point over the past year, the financial media’s inflation coverage transitioned from, “Will this high inflation persist?” to, “Here’s how to cope with inflation that’s here to stay!” It seems some investors have resigned themselves to a new normal of high inflation following decades of below-average consumer price changes. However, financial market data […]
Five Things I Know about Investing
KEY TAKEAWAYS In this essay, Dartmouth finance professor Kenneth R. French explains five investment principles that he uses as the foundation for a holistic approach to portfolio design. The essay is directed at individual investors and financial advisors who work with them. French develops a flexible and comprehensive framework for portfolio design using the global […]
Four Ways to Improve the Probability of a Good Retirement
Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social Security funding and a reduction in the number of defined benefit (DB) employer plans—historically, the primary retirement savings vehicle for many—is causing investors to make decisions they have never had to face about […]
Is it time to sell stocks?
KEY TAKEAWAYS Soaring inflation and record market highs may leave investors wondering whether it’s time to adjust their portfolios. Researchers have examined a wide range of timing strategies based on earnings, dividends, interest rates, economic growth, and more. A recent Morningstar report showed that investors may be better off steering clear of tactical asset allocation […]
