Your Insights

The Seven Roles of an Advisor

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the

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2016 1st Quarterly Market Review

With markets experiencing a second correction in less than six months, Dave Butler explains discipline for a stressful market. This report features world capital market performance

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Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

The Top CFP Holders Under 36

Congratulations to our own Andrew Sivertsen, CFP® for being named to this prestigious list of young planners! The industry continues to struggle to attract young, talented

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The Legacy of Wisdom

Erik Erikson was a 20th century psychologist who greatly contributed to our understanding of how humans develop—both socially and psychologically—and how they age.  He was the

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Life Long Planning

The Sudden Money Institute specializes in developing evidence-based programs and procedures that focus on managing the transitions we all experience in life. The primary topic of

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2015 4th Quarterly Market Review

Fourth quarter returns and information on what to know about the rising interest rates. This report features world capital market performance and a timeline of events

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TPC In The News – 2015 Highlights

Here is an archive of our top media hits in 2015. November 2015: Networth and Income Based Retainers xyplanningnetwork.com – A podcast featuring Andrew Sivertsen, CFP® sharing

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