The Planning Center’s H. Jude Boudreaux to serve on 2023 Financial Advisor IQ Leadership Council
Boudreaux joins a diverse community of advisors focused on sharing input that fuels research to help professionals strengthen their practices. Financial Advisor IQ is a resource from the Financial Times that connects advisors with daily news and a network of industry content from leading fund firms. Learn more about the Financial Advisor IQ Leadership Council. […]
Here’s how much emergency savings you need amid economic uncertainty, according to financial advisors
Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times of economic uncertainty in this CNBC article. Read the Entire Article Here
Why it’s ‘just no question’ new investors should start by opening a Roth IRA, expert says
In a recent article published by CNBC about Roth IRA’s, certified financial planner with The Planning Center in New Orleans, H. Jude Boudreaux, CFP®, highlights that getting started is 80% of the effort and investors can begin with as little as $100 or $500. Read the Entire Article Here Jude Boudreaux, CFP®, is a Partner/Sr. […]
Market Returns through a Century of Recessions
What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around the world have often rewarded investors even when economic activity has slowed. This is an important lesson on the forward- looking nature of markets, highlighting how current market prices reflect […]
Hoop Dreaming Is Fun in March. Investing Realities Apply across a Lifetime.
Every year at this time, the NCAA men’s basketball tournament thrills fans and creates so much interest that it’s estimated one in four Americans filled out a bracket to try to predict who will win it all.1 I really enjoy watching the games and always fill out a bracket in a pool with my family. […]
6 Estate Planning Tips for Singles
Andy Baxley, CFP®, CIMA® Sr. Financial Planner at the Planning Center in Chicago, highlights the unique challenges that single people face when it comes to estate planning in this AARP article. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, CeFT®, is a Financial Planner in the Chicago office of The Planning Center, a fee-only financial […]
When Headlines Worry You, Bank on Investment Principles
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and other regional banks. Rather than rummaging through your portfolio looking for […]
What’s Your True Net Worth?
Many apps today claim to instantly calculate your net worth by adding up your banking and investment accounts and then deducting what you owe on your credit cards and mortgage. But in my mind, that number reflects wealth. Worth is more complex. Because I believe that if you make life better for someone else, then […]
Secure Act 2.0 – Changes That Could Affect You
By Aristotle Makris, CPA, CFP® Congress first passed the Secure Act in 2019 in an effort to improve retirement-savings opportunities for Americans. At the end of 2022, Congress updated the legislation to address additional issues that weren’t part of the original law. The Secure Act 2.0 contains no less than 92 new provisions which are intended to promote savings, […]
Get Retirement Income With Immediate Annuities
Andy Baxley, CFP®, CIMA®, CeFT®, Sr. Financial Planner, explores some of the reasons why you might want to avoid SPIAs and consider alternative strategies for generating retirement income in this recent AARP article. Read the Entire Article Here Andy Baxley, CFP®, CIMA®, CeFT®, is a Financial Planner in the Chicago office of The Planning Center, a […]
FAQ Regarding Silicon Valley Bank
Andy Baxley, CFP®, CIMA®, Sr Financial Planner In light of the recent news around Silicon Valley Bank and in anticipation of related client questions, we’ve put together the following FAQ resource. Please do not hesitate to reach out to your planner directly with any further questions. We will be monitoring the situation as it unfolds […]
Are your bank deposits FDIC-insured? What to know in the wake of Silicon Valley Bank, Signature Bank closures
In this CNBC article, Jude Boudreaux shares knowledge and suggestions on FDIC insurance. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of The Planning Center, a fee-only financial planning and wealth management firm. Email him at jude@theplanningcenter.com.
