By Amber Miller, CFP® So you’re looking for a financial advisor. You’ve heard all the titles: Financial Advisor. Investment Advisor. Registered Investment Advisor. Certified Financial Planner.
By Tobias Salinger Published April 25, 2017 at www.financial-planning.com Read the entire article here: How the late Dick Wagner, the ’oracle’ of financial planning, paved advisers’ way BRASELTON, Ga.
Trivia Time: how many stocks make up the Wilshire 5000 Total Market Index (a widely used benchmard for the US equity market)? While the logical guess
I travel frequently, and the routine of air travel these days can become monotonous. Wait at the gate for your “zone” to be called. Jostle for
or, When You Have More Money Than He Has This is a guest blog post originally printed at www.suddenmoney.com and reprinted with permission granted by the
This is the second in a series of articles on staying safe online and best practices for securing your computer, your accounts, and the data you
First Quarter 2017 Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to
Thinking clearly about money is challenging. Acting in alignment with your goals about money is also challenging. Most of us want to be good stewards of
Checking the weather? Looking at a map of the world to plan your next vacation? Guess what—you’re using a model. While models can be useful
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
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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
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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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