Understanding TPC’s Fiduciary Investment Strategies

by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to more

The History of ETFs and their Rise of Popularity

by Andrew Sivertsen, CFP® CeFT® Exchange Traded Funds (ETFs) were developed in the late 90s but have grown in popularity more

To Spend or Not to Spend

by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I more

The Grass Is Still Growing

by Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to manage volatility risk (the swings more

Nailing a Smooth Landing for Your Investments

by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most more

4 Ways to Prepare Yourself for a Market Downturn

by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of more

5 Ways to Benefit from the SECURE Act

by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting more

5 Proposals to Fix Social Security

by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. more

Andrew Sivertsen, CFP®, CeFT®. Partner/Sr. Financial Planner, featured in Quad City Times discussing, ” Are Credit Cards Ever Worth the Risk.”

Andrew Sivertsen discusses how credit cards can be a powerful tool, yielding several benefits. Read the whole article here, https://qctimes.com/business/cash-course-are-credit-cards-ever-worth-the-risk/article_b2e41014-378d-5862-a80e-789697cbc29e.html

Longevity Isn’t Just at the End

by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot more