Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. In recent months, investors have
by H. Jude Boudreaux, CFP® You may have heard in the news that Equifax has reached a proposed settlement with the courts. The settlement
by Michael A. Branham, CFP® Life is full of surprises and transitions. Weddings, the birth of a child, a new job/promotion, or a financial windfall would
by Dr. William “Marty” Martin ‘‘What is important in market fluctuations are not the events themselves, but the human reactions to those events.’’ Bernard Baruch Nobody
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
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 The Planning Center, Financial Planner Schedule a Free Consultation Let me ask you two questions: 1. Do you ever wish you had more time to do
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
Stay informed with the latest financial insights from our experts.
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NEW ORLEANS
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Suite B
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TWIN CITIES
800 N Washington Ave.
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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