Measuring Progress — The Long View versus The Reflective View
By Matthew Sivertsen, CFP® Being stewards of the growth of our “net worth” combines many elements. One of the main challenges can be our tendency to look at the balances on our investments and not fully appreciate where they come from — and why. Oftentimes, we can be disappointed they are not higher, or catch […]
Longevity and Fixed Pensions
by Matt Sivertsen, CFP® Reflecting back on the year 2004, I was one year into working at The Planning Center. I had just started working on my Certified Financial Planner® (CFP) designation. This was also the year I lost my great-grandma Polly at the age of 97. Here I was, going into a profession that […]
TPC quoted on helping our client’s adult children
Matt Sivertsen, Sr. Financial Planner & Partner in our Quad Cities office was quoted in Investor’s Business Daily discussing working with client’s adult children… Click to read the entire article >>
Why My View of Money Is Different Than Yours
By Matt Sivertsen, CFP® There is only one guarantee about money. Nobody thinks about it the same way that you do. Period. As I sit here today, on the 15th anniversary of becoming a financial planner and starting with The Planning Center, I am reflecting on the thousands of client meetings of which I have […]
Golf Caddies and Financial Planners
by Matt Sivertsen Recently an online headline caught my attention. It read, “Why do professional golfers need caddies?” I clicked on it to read what Richard Fellner, the editor of Inside Golf Magazine, said in answer to this question. He summarized, “The caddie is an extremely important resource for the professional golfer. Apart from carrying […]
Sometimes the Answer Should Be No
By Matthew Sivertsen – A recent article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients to “say ‘yes’ to the financial advisor who will tell you ‘no.’” His article points out the daily dilemma that all financial advisors face: should we do what a client wants, even […]
One way out of a student debt crisis – CNBC
Matt Sivertsen, CFP® quoted on ideas to consider before taking student debt and how to tackle it after college. For those crippled by their student loan payments, the new year is a great time to consider refinancing to get back on track. Forty-three million people in the United States owe some amount of student loans, […]
