by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio more

By Matt Knoll, CFP ®, Sr. Financial Planner When looking under the hood of your investment portfolio, you will notice more

Rebalancing can help investors maintain an asset allocation that aligns with their needs, goals, and risk tolerances. The appropriate approach more

We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in more

The TPC Anchorage office is pleased to be included the Alaska Business 2021 Power List. The list is created to help build more

Our TPC Anchorage office is proud to be recognized by Expertise.com as one of Alaska’s best financial advisors, earning an A+ in more

Our TPC New Orleans office is delighted to be recognized by Expertise.com as one the areas best financial advisors, earning an A more

Dianne Savastano, Founder and Principal of Healthassist, recently presented ‘From Deductibles to Donut Holes: A Guide to Navigating Medicare in more

by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to more

By Caleb Arringdale Several years ago, the IRS instituted a program to help identity theft victims secure their tax returns. more