Understanding Asset Allocation – The First Step in Investment Decision Making

By Cicily Maton, CFP® CeFT®, Sr. Financial Planner Let’s start by defining asset allocation: it is the implementation of a more

Key Questions for Long-Term Investors

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely more

Expectations vs. Reality in Value Funds

KEY TAKEAWAYS Value stocks have come roaring back, but the resulting performance lift has varied substantially across value managers. A more

TPC Alaska: Funding Your Outdoor Lifestyle

Alaska Public Media’s Martha Rosenstein recently interviewed Mike Branham, CFP®, Sr Financial Planner. In this podcast, Mike talks about how you can fund your more

TPC is Honored to be in the Top 12 Best Chicago Financial Advisors

AdvisoryHQ has included TPC in the top Financial Advisors in Chicago, IL for 2020-2021. The award is based on specific factors more

Planning for Peace of Mind

Ben Neiburger, JD, CPA, recently presented ‘Planning for Peace of Mind,’ as part of the Expedition to Retirement webinar series. more

4 Critical Financial Decisions You Need to Make Before You Retire, According to a Financial Planner

Business Insider recently interviewed TPC’s Jude Bourdreaux, CFP®, Sr Financial Planner. In this article, Jude shares the key money decisions we more

The Three Dimensions of Risk

By Andy Baxley, CFP ®, CIMA ® As financial planners, we spend a lot of time talking with our clients more

How to Monitor Your Investments

By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial more

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out more