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Advisor's Corner 03.06.2020

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

Advisor's Corner 02.20.2020

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

Advisor's Corner 02.06.2020

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

Advisor's Corner 09.20.2019

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

Advisor's Corner 09.06.2019

Choosing Between a Lump Sum and Future Payments

By Matthew Sivertsen, CFP® and Cicily Maton, CFP®   As financial planners, we are consistently faced with helping people understand more

Advisor's Corner 06.27.2019

How to Find More Time and Money: 4 Ways to Prioritize Yourself

By Amber Miller, CFP® Let me ask you two questions: 1. Do you ever wish you had more time to more

Advisor's Corner 05.24.2019

Long-Life Learning (The Pursuit of Mastery)

By Matthew Sivertsen, CFP®     Since Tiger Woods’ recent win at the 2019 Masters Tournament, I am sure there are a more

Advisor's Corner 01.25.2019

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

Advisor's Corner 01.16.2019

Measuring Progress — The Long View versus The Reflective View

By Matthew Sivertsen, CFP®     Being stewards of the growth of our “net worth” combines many elements. One of the main more

Advisor's Corner 12.07.2018

Cash Flow: Is Cash Really King?

by Dr. William “Marty” Martin Reflect on the days when you had more than enough money to pay your bills. more

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