

Understanding Asset Allocation – The First Step in Investment Decision Making
By Cicily Maton, CFP® CeFT®, Sr. Financial Planner Let’s start by defining asset allocation: it is the implementation of a strategy to balance the reward an
By Cicily Maton, CFP® CeFT®, Sr. Financial Planner Let’s start by defining asset allocation: it is the implementation of a strategy to balance the reward an
MarketWatch recently published an article, “I’m 63, unemployed since March, and have $220,000 in retirement savings – should I claim Social Security early?” that featured a
MarketWatch recently quoted TPC’s Andy Baxley, CFP ®, CIMA ®, Sr Financial Planner. In this article, Andy encourages investors to move forward in the right direction.
We’ve all seen the news about the Times-Picayune no longer publishing on a daily basis, and the reduction in staff that will certainly follow such an
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ALASKA
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NEW ORLEANS
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TWIN CITIES
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ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
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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