

Ideas from OUR Community
by Michael Branham, CFP® Recently we sent a quick poll to ensure we are up to date – and up to the minute – on what’s
by Michael Branham, CFP® Recently we sent a quick poll to ensure we are up to date – and up to the minute – on what’s
By The Planning Center, Financial Planner Schedule a Free Consultation Zoom calls have taken over my professional and personal life. One topic that keeps coming up
InvestmentNews recently announced that The Planning Center is on their “Best Places to Work for Financial Advisors” list for 2020. This means that TPC is one
Dimensional has managed systematic fixed income strategies since 1983, continually looking for ways to innovate and design reliable investment solutions to help our clients meet their
With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised to struggle. Are small companies
A famous American football coach once said, “You don’t rise to the occasion, you sink to the level of your training.”1 The implication is that, in
With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, if
by David Goetsch Seeing all the recent headlines about the sudden downturn in the stock market has transported me back to February of 2009, when I
by Andrew Sivertsen, CFP®, CeFT® To say these are unique times would be an understatement. Like most of you, I’m currently writing this article and watching
Interview by Cicily Maton, CFP®, CeFT® and Michelle Maton, CFP®, CeFT® No one knows how long it will take for the COVID-19 threat to abate. What
Relationships can take on a different hue when money is involved. How should you respond when a loved one or close friend requests money? Autumn Campbell,
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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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