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Getting to the Point of a Point
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does more
Coming Soon: Living Longer, Healthier, and Happier
By Cicily Maton, CFP® Back in January, I committed to writing an article about longevity. I was going to explain more
TPC in the News: Catch up on last month’s media quotes from our advisors
Now you can easily access recent financial advice and insights you may have missed. Matt Sivertsen, CFP®, CeFT®, Partner and more
The ABCs of Education Investing
With school back in session in most of the country, many parents are likely thinking about how best to prepare more
Taking an Inward Journey
by Dr. William “Marty” Martin Seasons come and go. In most places, the weather changes throughout the year. Engaging with more
Déjà Vu All Over Again
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest more
Time: Our Most Precious Asset
by Dr. William “Marty” Martin “Oh, how I wish I had more time.” “You can’t go around wasting your time.” more
Longevity Isn’t Just at the End
by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot more
Scary but Necessary: How to Make Medical Decisions When You Are Out Of It
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how the core of financial planning is protecting yourself. more
Cash Course: Planning for Charitable Giving
Andrew Sivertsen, CFP®, CeFT®, Partner/Sr. Financial Planner in the Quad Cities office of The Planning Center discusses with Sarah Ritter more