Your Insights

Welcome to My World

By Andrew Sivertsen On August 30, 2016, my wife, Amy, and I welcomed our new baby daughter Virginia “Ginny” Jeanne Sivertsen into the world. Both the

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New FAFSA Application Timeline

What has changed? If you or your child/grandchild will be attending college in the 2017-2018 school year or subsequent years, then you should be aware of

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A Gift for Your Family

By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry

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Sometimes the Answer Should Be No

By Matthew Sivertsen – A recent article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients to “say ‘yes’

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The Messy Emotions Behind Money

By Cicily Maton, Retired Sr. Financial Planner & Marty Martin Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr.

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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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