Nailing a Smooth Landing for Your Investments
March 6, 2020
by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most important is being able to deal
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by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most important is being able to deal
by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of 2009. As the economic expansion continues,
by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting Every Community Up For Retirement Enhancement.”
by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. Some wonder whether the program will
By Matthew Sivertsen, CFP® and Cicily Maton, CFP® As financial planners, we are consistently faced with helping people understand various concepts related to money. One
By Amber Miller, CFP® Let me ask you two questions: 1. Do you ever wish you had more time to do the things you love? 2.
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
by Andrew Sivertsen, CFP® For many of us, the topic of longevity isn’t something about which we spend a lot of time thinking. We all hope
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
by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. Now picture yourself just squeezing by
by Dr. William “Marty” Martin Life is lived in the present. Though memories take us back to the past, so do lessons learned from good and
by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with excitement for what new opportunities lie
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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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