By Andy Baxley, CFP®, CIMA® When we break effective long-term financial planning down to its essential components, what we find are a series of key decisions
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.
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
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