By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that amounts
KEY TAKEAWAYS National debt is generally a slow-moving variable whose expected value should be incorporated in market prices. The evidence suggests there has not been a
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out
By Andy Baxley, CFP, CIMA, Sr. Financial Planner You’ve probably heard that money-related issues are one of the leading causes of marital strain in the United
By Matthew Sivertsen, CFP®, CeFT® Divorce can be messy, creating questions on how to move life forward. The team at The Planning Center have worked with
KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing highs and ending the year near
Paul CurleyDirector of Savings Research, ISS Market Intelligence Paul Curley, CFA, is Director of Savings Research at ISS Market Intelligence. He oversees 529 and ABLE market
Did you know that the Social Security Administration pays widow’s benefits, and they may be higher than your personal benefits? Read more from Jude Bourdreaux, CFP®, TPC
With an increasing contingency of employees opting for early retirement, Andy Baxley, CFP®, Sr. Financial Planner at our Chicago office, shares with Kiplinger a couple of keys areas to evaluate
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting
Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium,
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
Stay informed with the latest financial insights from our experts.
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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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