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InvestmentNews’ 40 Under 40

Andrew Sivertsen, CFP® Named One of InvestmentNews’ 40 Under 40 Moline, IL — June 27, 2016 — InvestmentNews recently named Andrew Sivertsen, CFP® as one of its 2016 40 Under

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The Brexit and You

What is the Brexit? You may have heard this term recently in the news, which implied a pending vote by the United Kingdom of Great Britain

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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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