Your Insights

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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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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