Your Insights

Working with Millennials

by Ashlee Veneman This article was recently reposted on – you can also read the full article here: I came across a very interesting meme

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Long-Life Planning - The Planning Center

What is Long-Life Planning?

This is a guest blog post originally printed at and reprinted with permission granted by the Financial Transitionist Institute. It’s entirely possible that you will

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The Power of Markets

In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the point

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The Infinite Game

My grandfather’s name was Gale. He was an interesting guy, one of those people who was wise beyond his years because he had lived through some

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What is a Transition?

The dictionary says that a transition is “a process or a period of change from one state or condition to another.”  So, what is a “life

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

10 Young Advisors To Watch

Andrew Sivertsen, CFP® Named One of FA Magazine’s 10 Young Advisors To Watch May 1, 2017 – FA Magazine recently named Andrew Sivertsen, CFP® as one

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