To Spend or Not to Spend
November 20, 2020
by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I buy this?” Like many parents, this
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by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I buy this?” Like many parents, this
Many investors take a global perspective when building portfolios to achieve their investment goals. With the benefits of greater diversification and an expanded opportunity set come
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.
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®
Stay informed with the latest financial insights from our experts.
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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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