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The FIRE Movement — Is it just a fad?
by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to be a hot new trend. more
Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ‘The youngest generation of professionals has a complex and new set of circumstances to navigate’
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges more
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— more
Estate Planning: What Really Matters?
By Marty Kurtz, CFP® So often, in a financial planning meeting, I will ask a client, “Do you have an more
Living Longer, Healthier, and Happier
By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the U. more
Quarterly Market Review – Q1 2019
This report features world capital market performance and a timeline of events for the past quarter. It begins with a 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. The Planning Center recognized by AdvisoryHQ more
Trump State of the Union: What advisers want to hear
Investment News discusses with Jude Boudreaux, CFP®, Partner and Senior Financial Planner in New Orleans what he believes the President more
Income-Based Fees Make a “Comeback”
Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how income-based fees are on their more
Advisory HQ names The Planning Center in their 2019 Ranking of the Top Financial Advisors in Chicago.
AdvisoryHQ has recognized The Planning Center in its 2019 ranking of the “11 Best Financial Advisors & Wealth Management Firms more