Your Insights

The ABCs of Education Investing

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.

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Taking an Inward Journey

by Dr. William “Marty” Martin Seasons come and go. In most places, the weather changes throughout the year. Engaging with nature reminds us of the rhythms

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Déjà Vu All Over Again

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the

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Sr. Financial Planner

Cash Course: New Year, New Budget

Matt Sivertsen, CFP®, CeFT®, Partner and Senior Financial Planner in the Quad Cities office of The Planning Center, discusses how with the right tools, New Year’s can

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