Quarterly Market Review – Q3 2017
October 4, 2017
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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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
A New Orleans-based wealth planning firm is the latest partner to merge with The Planning Center Inc., headquartered in downtown Moline. by Jennifer DeWitt of QCTimes
What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that you are fulfilling your values and
Marty Kurtz, CFP® and Michael Branham, CFP® awarded the 2017 Heart of Financial Planning Award for their commitment to the profession by the Financial Planning Association. by
What is behind a CFP®? by Matt Knoll As a young professional there are milestones, both personally and professionally that are strived for. Getting married, buying
What should I do now? Now that we have had a few days to process the Equifax data breach, we have some new recommendations for clients,
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
In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will
Special Equifax Security Alert Added Below Cybersecurity Part 3 – by Eric Kies I’m on my way home from visiting our Fresno office, and the plane
by Anina DeTommaso Like it or not, tax preparation should be a year-round endeavor. To maximize your deductions for charitable giving at tax time, be sure
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.
by Nancy Caldie As a baby boomer, my interest in reading Ashlee Veneman’s article, Working with Millennials, was peaked from the very first line. “I came
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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
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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