TPC Technology: Docusign – Making Paperwork More Secure and Efficient

By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much paperwork?”. Whether you have worked more

David Booth Long-Term Investment Strategy

Business Insider interviewed David Booth who says focusing on this long-term investing strategy will help you get the returns you’re more

The Right Thing, Not the Easy Thing

New entrants into the field of systematic investing must look for ways to differentiate themselves. Impressive backtested performance is one more

Why Financial Planning

By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more

To Spend or Not to Spend

by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I more

Why Worry About Survivorship Bias?

For actively managed US equity mutual funds over the period from 1991 to 2020, survivorship bias overstates the median fund more

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