Jude Bourdreaux, CFP®, Sr. Financial Planner discussed with CNBC ways investors that have hit their retirement goals can reduce their risk from drastic changes in the market. Read
Andy Baxley, Sr. Financial Planner at our Chicago office shares tips with Fortune on how to be strategic with your money as inflation surges. Read the
Andy Baxley, Sr. Financial Planner at our Chicago office shares tips with CNBC on how to be strategic with year-end charitable gifts. Read the Entire Article
By Andy Baxley, CFP, CIMA, Sr. Financial Planner The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took
KEY TAKEAWAYS Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down. But
KEY TAKEAWAYS As interest in ESG investing grows, so too do the ways in which it is measured and reported. ESG ratings providers frequently disagree on
Amber Miller, Sr. Financial Planner at our Twin Cities office discusses the trend of Gen X and Y’s seeking out female financial advisors in an interview
Caleb Arringdale, TPC Tax Advisor, recently presented “Simplifying Tax Planning for Retirees” as part of the Expedition to Retirement webinar series. To watch this informative webinar,
by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio management services may be the most
By Matt Knoll, CFP ®, Sr. Financial Planner When looking under the hood of your investment portfolio, you will notice three practices working together to add
Rebalancing can help investors maintain an asset allocation that aligns with their needs, goals, and risk tolerances. The appropriate approach to rebalancing depends on where an
We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. What we
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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
NEW ORLEANS
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QUAD CITIES
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TWIN CITIES
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Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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