TPC Anchorage Named One of the Best Advisors
Our TPC Anchorage office is proud to be recognized by Expertise.com as one of Alaska’s best financial advisors, earning an A+ in professionalism, responsiveness, friendliness, and helpfulness. Read the Entire Article Here
TPC Named One of the Best Financial Advisors in New Orleans
Our TPC New Orleans office is delighted to be recognized by Expertise.com as one the areas best financial advisors, earning an A for Reputation and an A+ for Professionalism. Read the Entire Article Here
From Deductibles to Donut Holes: A Guide to Navigating Medicare in Retirement
Dianne Savastano, Founder and Principal of Healthassist, recently presented ‘From Deductibles to Donut Holes: A Guide to Navigating Medicare in Retirement’ as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete the below information to receive access
Key Questions for Long-Term Investors
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be […]
Expectations vs. Reality in Value Funds
KEY TAKEAWAYS Value stocks have come roaring back, but the resulting performance lift has varied substantially across value managers. A continuous and accurate focus on value can put investors in the best position to capture value premiums when they appear. The relative performance of Dimensional strategies during the recent bounce-back for value reflects a continued […]
TPC is Honored to be in the Top 12 Best Chicago Financial Advisors
AdvisoryHQ has included TPC in the top Financial Advisors in Chicago, IL for 2020-2021. The award is based on specific factors including fee-only, depth of services offered and more. Read the Entire Article Here
Planning for Peace of Mind
Ben Neiburger, JD, CPA, recently presented ‘Planning for Peace of Mind,’ as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete the below information to receive access:
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty? First, they should remember that it’s challenging, at best, to predict a country’s returns by looking at the past, as shown […]
‘Everything Screams Inflation.’ How to Interpret the Headlines.
Key Takeaways After last year’s economic shocks, we shouldn’t be surprised to see prices rebounding. But the potential for inflation is one among many factors investors take into account when agreeing on a price at which to trade. A look at headlines from the past 50 years shows the difficulty of timing markets around inflation expectations. Investors may […]
Stairway to Retirement Income Heaven
“There’s a sign on the wall, but she wants to be sure, ’Cause you know sometimes words have two meanings”—Led Zeppelin, 1971 “Stairway to Heaven” is often regarded as one of the greatest rock songs of all time. From the layered musical arrangement to the unique vocal performance, it’s easy to see why it’s one of the most […]
Are Concerns About Inflation Inflated?
Key Takeaways Recent Dimensional research suggests that simply staying invested helps outpace inflation over the long term for a wide range of asset classes. The protection offered by inflation-indexed securities still appears to be the most effective for investors who are particularly sensitive to unexpected inflation. Our analysis of data from 1927–2020 covers periods with […]
The Retiree’s Guide to Real Estate
Shay Hata and Chad Lubben recently presented The Retiree’s Guide to Real Estate, as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete the below information to receive access:
