

As January goes, so does the year?
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price
By The Planning Center, Financial Planner Schedule a Free Consultation Ladies, who manages your household finances? My guess is it’s you. While many households share financial responsibility
by Michelle Maton As a financial advisor, I rarely get to spend quality time outside of the office with the many clients I have grown close
Expert advice for five finance scenarios by Katherine M. Johnson, BestofNewOrleans.com “A budget is really about saying ’no,’” says Jude Boudreaux, partner and senior financial planner
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their
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
by Eric Kies “I’m not worried about us, what I’m worried about is our kids, and our grandkids. They’re not going to have the same type
Ways to Support Great Causes by Shira Boss, AARP ’Tis the season of gifts — and not only those wrapped with a bow or sealed in
Remember the play, “If it is Tuesday, it must be Belgium?” The speculation over the likely provisions in the tax reform legislation feels that way. Last
By Jude Boudreaux So much of the work we do as planners is around clients and their cash flow. There are large spending choices we make
Forget the mistakes of the past, said Marty Kurtz, the founder of The Planning Center. “Have an open conversation with yourself and those around you….” Founder,
By The Planning Center, Financial Planner Schedule a Free Consultation Please be honest: Have you ever over spent on gifts for one of these special occasions: Christmas,
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Fresno, CA 93711
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