

TPC is Honored to be in the Top 12 Best Chicago Financial Advisors
AdvisoryHQ has included TPC in the top Financial Advisors in Chicago, IL for 2020-2021. The award is based on specific factors including fee-only, depth of services offered
AdvisoryHQ has included TPC in the top Financial Advisors in Chicago, IL for 2020-2021. The award is based on specific factors including fee-only, depth of services offered
Ben Neiburger, JD, CPA, recently presented ‘Planning for Peace of Mind,’ as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete
Business Insider recently interviewed TPC’s Jude Bourdreaux, CFP®, Sr Financial Planner. In this article, Jude shares the key money decisions we need to make when considering retirement.
By Andy Baxley, CFP ®, CIMA ® As financial planners, we spend a lot of time talking with our clients about risk. In the markets, as
By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial accounts, you likely have the option
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers.
Key Takeaways After last year’s economic shocks, we shouldn’t be surprised to see prices rebounding. But the potential for inflation is one among many factors investors take
The Wall Street Journal recently interviewed Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner in an article to help you learn investing jargon. Read the Entire
By Andy Baxley, CFP ®, CIMA ® I’ll never forget the day I passed the exam to become a Certified Financial Planner professional. The relief I
Market Watch recently included H. Jude Boudreaux, CFP® Sr. Financial Planner in their article about retirement planning. In this article, Jude encourages us to not completely forget
Matt Knoll, CFP® and Amber Miller, CFP®, CSRIC® recently presented Your Money, Your Mind, and Your Investment Methods, as part of the Expedition to Retirement webinar
By Caleb Arringdale When most people think of investments, the first thing that comes to mind is usually stocks. Stocks receive much more media attention and
Stay informed with the latest financial insights from our experts.
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CHICAGO
303 West Erie Street
Suite 311
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FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
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QUAD CITIES
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Suite 701
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IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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