To Hedge or Not to Hedge?

Many investors take a global perspective when building portfolios to achieve their investment goals. With the benefits of greater diversification more

The Art of the Vital Few: Key Decisions that Can Build Your Financial Future

By Andy Baxley, CFP®, CIMA® When we break effective long-term financial planning down to its essential components, what we find more

Which ESG Funds Are a Good Fit for Socially Conscious Clients

CNBC recently featured Amber Miller, CFP®, CSRIC™ on how she works with clients that are interested in learning about environmental, social and more

Quarterly Market Review – 3rd Qtr 2020

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

Corporate Downsizing – How to Navigate through the Turbulence

By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! more

Love It When a Good Plan Comes Together

By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can more

Is the Stock Market Divorced from Reality

I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland more

An Exceptional Value Premium

It’s probably not news to most value investors that the value premium has struggled over the past decade. What might more

2020 May Tempt People to Throw Out Their Long-Term Plans

Here’s how advisors can keep them on track CNBC recently featured TPC’s Jude Boudreaux, CFP ®, who encourages clients to more

How Much Impact Does the President Have on Stocks?

The anticipation building up to elections for president often brings with it questions about how financial markets will respond. But more