Understanding Your Stock’s Cost Basis
By Matt Knoll, CFP® & Caleb Arringdale, EA What is Cost Basis? Cost basis is the original value of a share of stock. Because stock prices go up and down frequently, you can use your stock’s cost basis to help determine if there is a gain or loss upon selling that stock. Mutual funds, ETFs, bonds, and real […]
Trading Tools and Practices That Add Value to Your Portfolio
By Matt Knoll, CFP ®, Sr. Financial Planner When looking under the hood of your investment portfolio, you will notice three practices working together to add value to your portfolio. Aligning Your Allocation to Your Risk Tolerance and Goals One of the first steps in building a portfolio that’s best for you is evaluating your […]
Your Money, Your Mind, and Your Investment Methods
Matt Knoll, CFP® and Amber Miller, CFP®, CSRIC® recently presented Your Money, Your Mind, and Your Investment Methods, as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete the below information to receive access:
It’s Not Too Early: Money Saving Tips for Your Kids
By Matt Knoll, CFP ®, Sr. Financial Planner Kids build their foundational skills and habits for life as they grow up, and as a parent or grandparent, we play a big role in helping them learn and develop. Talking to kids about money to help them create good money habits can make a big impact […]
Cash Course: Exploring the early retirement movement
Matt Knoll discusses the FIRE movement and how people can plan ahead if they are seeking early retirement to obtain financial independence. Read the whole article here: https://qctimes.com/business/cash-course-exploring-the-early-retirement-movement/article_0c01e3a1-c234-5e3c-b333-8db0483d4a46.html
TPC in the News: Catch up on recent media quotes from and interviews with our advisors
Now you can easily access recent financial advice and insights you may have missed. Autumn Campbell, CFP®, is interviewed in The Tulsa World on the new generation of financial planners and the challenges for the millennials and other younger workers when it comes to planning for the future. Read the whole article here… Matt Knoll, […]
Matt Knoll, CFP®. Financial Planner, featured in Forbes.com, “Can You Retire Comfortably at 35?”
Matt Knoll of The Planning Center discusses what it would take to retire early, as in your mid-30s to 40s. Read the whole article here: https://www.forbes.com/sites/lawrencelight/2019/05/19/can-you-retire-comfortably-at-35/#56da3c4d95a7
The FIRE Movement — Is it just a fad?
by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to be a hot new trend. At the very beginning of investment history, the trend was tulip bulbs. Not too long ago it was bitcoin. Is the current FIRE movement a legitimate planning strategy, or more of an aspiration? Let’s first […]
Cash Course: How to Manage Student Loan Debt
Matt Knoll quoted in a Quad City Times article on advising people on how to manage their student debt. Read whole article here: https://qctimes.com/business/cash-course-i-learn-how-to-manage-student-loan-debt/article_67e4ed4b-306c-5e1b-85bd-
What is behind a CFP®?
What is behind a CFP®? by Matt Knoll As a young professional there are milestones, both personally and professionally that are strived for. Getting married, buying a house, or getting a promotion might be some or all transitions a young professional works toward. The transition from a college environment has passed and a new era […]
