Coping with COVID-19: N.O. Business Leaders Share Their Insights
by Jude Boudreaux, CFP® The Biz New Orleans Magazine asked more than 500 local business leaders how they are dealing with the challenges of the global
by Jude Boudreaux, CFP® The Biz New Orleans Magazine asked more than 500 local business leaders how they are dealing with the challenges of the global
The stock market has been in turmoil this week, with the fast spread of COVID-19, known as coronavirus, in the United States. It’s an unpredictable time,
When things get scary, we all look for something to protect us. A new approach, somebody who seems to have the latest and greatest idea. But,
Some good news – in the form of money – may be coming to Americans soon. On Tuesday, Treasury Secretary Steve Mnuchin said that the Trump
Autumn K. Campbell, Financial Planner, shares the importance of young financial advisors staying up to date on current technology to improve accuracy and efficiency within their
Marty Kurtz, Founder and Senior Financial Planner of The Planning Center, joins the Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to
A groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI), becoming a Chartered SRI Counselor is no easy feat. But, a force
Life planning is more than just numbers. It’s about digging in and clarifying what a client REALLY wants from their life. In this interview, TPC Financial
Every investor out there knows just how STRESSFUL it can get. In this article, we learn a little bit more about TPC Psychologist, Marty Martin who
How does TPC manage efficient client communications throughout the year? In this article, TPC Senior Financial Planner Jude Boudreaux discusses the topic of client-advisor contact points
Reverse mortgages have changed a lot over time, and it’s important that retirees know exactly how they can leverage this program to benefit from it in
Our office in Quad Cities is already feeling the holiday spirits with an amazing seasonal mural. If you haven’t checked it out yet, be sure to
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