Americans with overseas assets know to file taxes, but filing with the FBAR can be easy to overlooked. H. Jude Boudreaux, CFP®, Sr. Financial Planner at our
KEY TAKEAWAYS Soaring inflation and record market highs may leave investors wondering whether it’s time to adjust their portfolios. Researchers have examined a wide range of
GLOBAL DEVELOPMENTS AND THEIR IMPACT Geopolitical events like military or economic conflicts can affect stock markets in many ways. These events are normally widely followed by
Nancy’s Retirement: After 48 years of practicing, the last 11 with The Planning Center, we wish to congratulate Nancy Gruenhagen on her upcoming retirement. She is looking forward
By Matt Knoll, CFP® & Caleb Arringdale, EA What is Cost Basis? Cost basis is the original value of a share of stock. Because stock prices go up and
With the Federal Reserve likely to raise its benchmark interest rate to curb inflation, Andy Baxley, CFP®, CIMA®, Sr. Financial Planner at our Chicago office recently shared with CNBC how
H. Jude Bourdreaux, CFP®, Sr. Financial Planner at our New Orleans office weighs in with his thoughts regarding small, private real estate funds with the New
By Amber Miller, CFP®, CSRIC™, Sr. Financial Planner Last summer, my husband and I had our first child. While I’ve loved the experience, the rumors are
By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that amounts
KEY TAKEAWAYS National debt is generally a slow-moving variable whose expected value should be incorporated in market prices. The evidence suggests there has not been a
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out
By Andy Baxley, CFP, CIMA, Sr. Financial Planner You’ve probably heard that money-related issues are one of the leading causes of marital strain in the United
Stay informed with the latest financial insights from our experts.
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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
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New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
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Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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