I first heard the noted American economist and author Dr. Richard Thaler give a speech about something called “behavioral finance” over twenty years ago. It was
By Amber Miller, CFP® Designing, coaching & contagious behaviors For most of my life I struggled to find my own professional community and sense of purpose.
The Quad Cities Times interviewed Marty Kurtz, CEO and Eric Kies, President on the growth of The Planning Center and what it means for the next generation. The
This is the first in a series of articles on the systems and processes The Planning Center (TPC) uses to protect the security of our client
In liquid and competitive markets, current interest rates represent the expected probability of all foreseeable actions by the Fed and other market forces. On December
I was sitting at my desk reading an article in the New York Times entitled “The Incalculable Value of Finding a Job You Love.” It discusses
This is a guest blog post from Putting Money in the Context of Life™, a publication by Money Quotient®, designed for financial professionals who want to communicate a
This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the Financial Transitionist Institute. After a handful years of studying
The new year brings a sense of urgency to make changes in our lives and become better than we were before. This article has been reprinted
There has been much discussion in the news recently about new nominal highs in stock indices like the Dow Jones Industrial Average and the S&P 500.
Financial Planning magazine and Eric Kies on cyber security and what The Planning Center is doing to keep you safe. Clients’ financial information is a valuable commodity
Fourth Quarter 2016 This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then
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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
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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