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
Dr. Wm. Marty Martin, a psychologist in Chicago who counsels clients of the Planning Center, said one factor in saving for the future was “hyperbolic discounting”
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
Eric Kies, CFP® interviewed on the importance of staying up on technology trends and implementing them for your business. Getting over the mental block toward adoption
Matt Sivertsen, CFP® quoted on ideas to consider before taking student debt and how to tackle it after college. For those crippled by their student loan
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
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
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
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
A podcast featuring Andrew Sivertsen, CFP® sharing with advisors about the structure and rational of NWI retainers. #XYPNRadio welcomes Andrew Sivertsen to the podcast this week.
I’m sure you remember permission slips. They were the magical pieces of paper that gave you the ability to experience something really unique when you were
Eric Kies, CFP® explains essential things to do before year-end for retirement accounts. While it may feel like 2015 just arrived, that New Year’s baby is
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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
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QUAD CITIES
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