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Anchorage, AK
Anchorage, AK
1407 W 31st Ave. #302
Anchorage, AK 99503
Phone: 907-276-1400
Toll-Free: 888-333-6986
Fax: 907-276-7700
Hours: Mon-Fri: 9am – 5pm
1407 W 31st Ave. #302
Anchorage, AK 99503
Phone: 907-276-1400
Toll-Free: 888-333-6986
Fax: 907-276-7700
Hours: Mon-Fri: 9am – 5pm
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Posts from Our Anchorage Team
Consider These Year-End Tips to Lower Your Tax Bill or Boost Your Refund
Andy Baxley, Sr. Financial Planner at our Chicago office shares tips with CNBC on how to be strategic with year-end charitable gifts. Read the
Mind the Gaps – Why Many DIY Investors Falter
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
All-Time-High Anxiety
KEY TAKEAWAYS Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down.
Do ESG Ratings Get High Marks?
KEY TAKEAWAYS As interest in ESG investing grows, so too do the ways in which it is measured and reported. ESG ratings providers frequently disagree
Why Many Young Couples Seek Out Female Financial Advisors
Amber Miller, Sr. Financial Planner at our Twin Cities office discusses the trend of Gen X and Y’s seeking out female financial advisors in an
Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ’The youngest generation of professionals has a complex and new set of circumstances to navigate’
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other
GE’s move to slash dividends could put a dent in this retirement income strategy
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric slashing its quarterly dividend to
Autumn Campbell Awarded CFP(r) Designation
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently awarded the prestigious CFP(r) Designation.
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article here: https://www.theadvocate.com/gambit/new_orleans/cue_magazine/article_365a87a8-a7bc-11e8-b7ca-e7d79652443e.html
Why “Play” Matters to Your Money
By Jude Boudreaux So much of the work we do as planners is around clients and their cash flow. There are large spending choices we
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