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Your Insights

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Trust the Financial Advisor Who Trusts the Market

December 22, 2022

With over 200,000 financial advisors in the United States, how do you pick one? First, eliminate the stock pickers. Those are the people making predictions about

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10 Attributes of Great Financial Advisors

December 22, 2022

Dimensional has been working with financial advisors for more than three decades. To recognize the impact they have on the investor experience, we compiled a list

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Corporate Downsizing

Corporate Downsizing – How to Navigate through the Turbulence

October 30, 2020

By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! Turbulent seems to be a good

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Sometimes, the Answer Should Be “No.”

January 30, 2020

By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients

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Responsibly Using a Reverse Mortgage in a Retirement Plan

October 17, 2019

By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, the only remaining alternative when nothing

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Choosing Between a Lump Sum and Future Payments

September 6, 2019

By Matthew Sivertsen, CFP® and Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT®

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Matt Knoll, CFP® - Sr. Financial Planner

Matt Knoll, CFP®. Financial Planner, featured in Forbes.com, “Can You Retire Comfortably at 35?”

May 29, 2019

Matt Knoll of The Planning Center discusses what it would take to retire early, as in your mid-30s to 40s. Read the whole article here: https://www.forbes.com/sites/lawrencelight/2019/05/19/can-you-retire-comfortably-at-35/#56da3c4d95a7

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Long-Life Learning (The Pursuit of Mastery)

May 24, 2019

By Matthew Sivertsen, CFP®     Since Tiger Woods’ recent win at the 2019 Masters Tournament, I am sure there are a lot of people daydreaming about what

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Jude Boudreaux

Income-Based Fees Make a “Comeback”

April 3, 2019

Jude Boudreaux, CFP®, Partner and Senior Financial Planner in the New Orleans office discusses how income-based fees are on their way back with Samuel Steinberger of

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Measuring Progress — The Long View versus The Reflective View

January 16, 2019

By Matthew Sivertsen, CFP®     Being stewards of the growth of our “net worth” combines many elements. One of the main challenges can be our tendency to

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Pension in Louisiana? The PBGC Is Protecting You

August 16, 2012

We’ve been working with a number of clients from all over Louisiana with pensions from private employers, and there have been many questions about the federal

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401(k) Fee Disclosure – Cutting Through the Jargon

August 8, 2012

After many years of waiting, the 401(k) Fee Disclosures are finally here.  If you haven’t received yours, you will likely be getting one in the mail

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