

4 Ways to Prepare Yourself for a Market Downturn
by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of 2009. As the economic expansion continues,
by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of 2009. As the economic expansion continues,
Dividends aren’t the only way a stock investor can generate income.
Marty Kurtz, Founder and Senior Financial Planner of The Planning Center, joins the Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to
by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting Every Community Up For Retirement Enhancement.”
By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns
A groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI), becoming a Chartered SRI Counselor is no easy feat. But, a force
While stock returns are unpredictable, there is precedent for the value premium turning around quickly.
Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their life. In this interview, TPC Financial
by Dr. William “Marty” Martin Life’s surprises catch us at the best of times and the worst of times. Reflect back a few years ago at
Wishing you and your family joy, love, and peace this holiday season.
While stock returns are unpredictable, there is precedent for the value premium turning around quickly.
Stay informed with the latest financial insights from our experts.
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