CNBC recently featured Amber Miller, CFP®, CSRIC™ on how she works with clients that are interested in learning about environmental, social and governance factors that underpin sustainable investments.
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns
By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! Turbulent seems to be a good
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. Twenty-three years is a long time. So much can change in twenty-three years. As a
I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland cattle than people—and relying on my
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme
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
The anticipation building up to elections for president often brings with it questions about how financial markets will respond. But the outcome of an election is
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®
By Cicily Maton, CFP® CeFT® We all know there is a presidential election coming. It’s in the news, on television, Tweets, Facebook, Zoom. We can’t get
by Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to manage volatility risk (the swings up and down in the markets)
Emerging markets are an important part of a well-diversified global equity portfolio. However, recent history reminds us that they can be volatile and can perform differently
Stay informed with the latest financial insights from our experts.
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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