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
Just because you have student debt doesn’t mean you can’t afford to splurge every once in a while. In this article, Jude Boudreaux explains why investing
The US Department of Justice is looking to change retirement laws and regulations, both in California and nationwide. In this article, TPC Sr. Financial Planner John
by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. Some wonder whether the program will
Schedule a call By Amber Miller, CFP®September 2019 Is there anything better than getting a bonus? Think about it: you’ve worked hard all year and you’re
This year, the Planning Center was ranked as one of the top registered investment advisory firms in the U.S. This is an exceptional feat, and we
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand various concepts related to money. One
During a time when going to college is often viewed as a necessity, Jude Boudreaux explores alternative options as a feature in this informative article. Read
by H. Jude Boudreaux, CFP® With Labor Day on everyone’s mind, it’s worth noting the meaning and history of this celebrated day. It’s also a
While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing.
Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. In recent months, investors have
by H. Jude Boudreaux, CFP® You may have heard in the news that Equifax has reached a proposed settlement with the courts. The settlement
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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
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