Don’t Forget to Check Your Retirement Plan. Here Are Moves to Make Before the Year Is Out.
CNBC recently featured H. Jude Boudreaux, CFP® Sr. Financial Planner. In this article, Jude encourages investors to stay disciplined and buy low, sell high. Read the Entire Article Here Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial […]
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 step back and have a long-term view when making decisions. Read his practical advice in the full article here. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans […]
The Little Short
What happened when I decided to bet against the Dow—and the financial services industry tried to stop me. In this article, TPC’s H. Jude Boudreaux CFP® is quoted warning against putting retirement money in inverse index funds. Read the full article here. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in […]
Help Me Retire
I’m a 57-year-old nurse with no retirement savings and I want to retire within seven years. What can I do? TPC’s Jude Boudreaux, CFP ®, was recently featured in this Market Watch article. Jude encourages the nurse to be kind to herself while trying to achieve this difficult goal to retire. He makes a practical savings […]
Why Buying Bonds Makes Sense
by Jude Boudreaux, CFP®, Sr. Financial Planner Why buy bonds? Recently, our clients have been asking the excellent question of why we’re still investing in bonds with yields so low. The Covid-19 pandemic has caused a lot of upheaval in international markets but bonds by their very nature, remain stable. I’ve provided a few reasons why […]
The Worst Financial Decisions Clients Can Make in a Recession
TPC’s Jude Boudreaux, CFP® was recently quoted in Financial Planning for his advice during uncertain times. The author agreed with Jude’s advice and found that writing down her concerns helped to assess them more objectively. Read more tips about avoiding investment mistakes in this article. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in […]
How to Utilize a Sign-On Bonus that Pays Student Loans
by Jude Boudreaux, CFP®, Sr. Financial Planner and Caleb Arringdale, TPC Tax Advisor We recently received a message from a client asking for some advice. They were finishing their medical training and had accepted a full-time position at a hospital, that brought with it a substantial sum to pay down their student loan balance. How […]
The Best Moves You Can Make in Retirement
TPC’s Jude Boudreaux, CFP® helps us realize that what is happening now, is certainly not forever. This article shares how to maximize your life and your money in retirement. Be inspired by reading successful retiree strategies and tips. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The […]
Changing Tomorrows Starts Today
In any profession, one of the most difficult aspects of a crisis is finding the balance between being present and focused on what is happening now and making decisions and driving progress with an eye toward the future. Autumn Campbell, CFP® is one of the planners that is working to change their tomorrows―and the tomorrows […]
A Friend or Family Member Needs Money. What Do You Do?
Relationships can take on a different hue when money is involved. How should you respond when a loved one or close friend requests money? Autumn Campbell, CFP®, gives direction and insight on how to approach this tricky situation in light of COVID-19. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in […]
The Market Downturn and My Retirement
by Jude Boudreaux, CFP® The recent market volatility has created another bump in the road for prudent long-term investors. Perhaps you have just retired or are several years into your retirement. Perhaps you don’t feel like a long-term investor right now or maybe you are just feeling nervous about it all. Years from now, we […]
Coping with COVID-19: N.O. Business Leaders Share Their Insights
by Jude Boudreaux, CFP® The Biz New Orleans Magazine asked more than 500 local business leaders how they are dealing with the challenges of the global COVID-19 pandemic. The responses are inspiring, real and give insight to the common struggles many are facing. Our own H. Jude Boudreaux, CFP, partner and senior financial planner at The […]
