Hindsight is 2020
April 23, 2020
by Andrew Sivertsen, CFP®, CeFT® To say these are unique times would be an understatement. Like most of you, I’m currently writing this article and watching
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by Andrew Sivertsen, CFP®, CeFT® To say these are unique times would be an understatement. Like most of you, I’m currently writing this article and watching
Interview by Cicily Maton, Retired Sr. Financial Planner and Michelle Maton, CFP®, CeFT® Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®,
by Jude Boudreaux, CFP® The recent market volatility has created another bump in the road for prudent long-term investors. Perhaps you have just retired or are
On Friday, March 27th President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This legislation is being billed as the largest
TPC planning and Tax teams On Friday, March 27th President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This legislation is
TPC planning and Tax teams On Friday, March 27th President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This legislation is
TPC planning and Tax teams On Friday, March 27th President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This legislation is
TPC planning and Tax teams On Friday, March 27th President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This legislation is
TPC planning and Tax teams On Friday, March 27th President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. This legislation is
by Amy Tessmer In recent days, there has been significant legislation enacted to help individuals and businesses that have been negatively impacted by COVID-19. We have
by Michael Branham, CFP® As Americans and the world face uncertain economic outcomes, investors are asking important questions to understand what the bear market means for them.
by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most important is being able to deal
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ALASKA
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Suite 405
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FRESNO
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QUAD CITIES
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IOWA CITY
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CHICAGO
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Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
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TWIN CITIES
800 N Washington Ave.
Suite 701
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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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