3 Ways to Fix Your Investment Portfolio Before January
November 2, 2015
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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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
When the kids leave home, some parents splurge on travel and other spending – See quotes from Eric Kies, CFP®. When children leave the nest, many
With the return of downward volatility see the timely last slide on should investors sell after a “correction”? This report features world capital market performance and
I was on a flight to Chicago recently that was projected to be smooth skies from beginning to end. About halfway through the flight we encountered
Everybody on my email list got this earlier today, if you would like to sign up for emails from us (newsletters are monthly unless there’s big
While equities finished the second quarter with negligible gains, REIT & Bond Indices were down. Featured discussion is on the 7 roles of your advisor. This
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns
Take a look back at The Planning Center’s top media hits from 2014. October 2014: 10 Best: Ways to save money USAToday.com – Marty Kurtz, CFP® interviewed about ways
For years, we’ve been talking to clients as an industry about the need to save. Put money into your 401k, contribute to your IRAs, and one
(Today’s post comes from a concept in Shawn Achor’s excellent book The Happiness Advantage – I highly recommend it as the principles are applicable across so
In our work with Entrepreneurs and Physicians, issues of asset protection always come up. We understand the rules associated and work with clients alongside their legal
I’m very excited to have my first piece run for Money Magazine’s new website Money.com, about balancing spending now and saving for the future. This is
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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