Total Cost of Ownership
June 7, 2019
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
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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
by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to be a hot new trend. At the very beginning of investment
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other younger
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will ask a client, “Do you have
By Cicily Maton, CFP® There are roughly 75 million baby boomers living in the United States. According to the U. S. Census Bureau, millennials actually
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
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Suite 311
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Suite 107
Fresno, CA 93711
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QUAD CITIES
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