Timing Isn’t Everything
July 5, 2019
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. A
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Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. A
By Amber Miller, CFP® Let me ask you two questions: 1. Do you ever wish you had more time to do the things you love? 2.
What is a yield curve, and why are stock investors interested in its shape? A yield curve gives a snapshot of how yields vary across bonds
by Dr. William “Marty” Martin May and June are the months associated with graduations and weddings. Both represent big transitions in life. The focus here will
Matt Knoll discusses the FIRE movement and how people can plan ahead if they are seeking early retirement to obtain financial independence. Read the whole article
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in
Now you can easily access recent financial advice and insights you may have missed. Autumn Campbell, CFP®, is interviewed in The Tulsa World on the new
Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, discusses the phrase, “I’m not going to live that long,” and how that attitude needs to be taken seriously
Andrew Sivertsen discusses how credit cards can be a powerful tool, yielding several benefits. Read the whole article here, https://qctimes.com/business/cash-course-are-credit-cards-ever-worth-the-risk/article_b2e41014-378d-5862-a80e-789697cbc29e.html
Matt Knoll of The Planning Center discusses what it would take to retire early, as in your mid-30s to 40s. Read the whole article here: https://www.forbes.com/sites/lawrencelight/2019/05/19/can-you-retire-comfortably-at-35/#56da3c4d95a7
By Matthew Sivertsen, CFP® Since Tiger Woods’ recent win at the 2019 Masters Tournament, I am sure there are a lot of people daydreaming about what
Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like stocks
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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
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