Mind the Gaps – Why Many DIY Investors Falter
November 22, 2021
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
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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
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
Dianne Savastano, Founder and Principal of Healthassist, recently presented ‘From Deductibles to Donut Holes: A Guide to Navigating Medicare in Retirement’ as part of the Expedition
by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to build a portfolio for our clients.
By Caleb Arringdale Several years ago, the IRS instituted a program to help identity theft victims secure their tax returns. Those who qualified for the
By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry
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
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
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
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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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