How to Invest for Retirement with a Robo-Adviser
Sr. Planners and Partners, Michael Branham and Andrew Sivertsen were both quoted this week in USA Today online in How to Invest for Retirement with a Robo-Adviser….click to read the entire article.
The Where and Why of Maintaining Client Accounts
by Michael Branham We recently met with a prospective client who asked where we “held” their money, and the process we use in making those choices? We get the first question often, but rarely does a client, or prospective client, ask the second. We admired the diligence of that individual and we thought you, too, […]
Expensive…Until You Need It
I travel frequently, and the routine of air travel these days can become monotonous. Wait at the gate for your “zone” to be called. Jostle for position in the line to board so that you can get that ever critical overhead space, get settled in, and listen to the very same safety announcements (or videos […]
If You Can’t Eat Your Own Cooking… A Personal Narrative of Change
By Mike Branham If there is one common theme during which our clients, or prospective clients, often rely on our skills as financial planners, it’s in the transitions that life provides. These transitions come as both positive experiences and challenges that require careful thought and consideration. I recently had a prospective client suggest that meeting […]
Quick Tips for Small Business Cash Flow Management
By Michael Branham – For a small business owner, wearing the CFO “hat” may not be that exciting, but it’s often a necessity. While your core skill set and business focus might not include managing cash flow, it’s a chore that somebody has to accept for your business to operate successfully. The Planning Center provides […]
