By Andy Baxley, CFP, CIMA, Sr. Financial Planner The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took
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 About twenty-five years ago Michelle, TPC Partner and my daughter, were on our way to a financial planning
By Cicily Maton, CFP® CeFT® Most of us do not even think of “life events” as transitions. Unless, of course, it is one of the biggies,
By Cicily Maton, CFP® CeFT® We all know there is a presidential election coming. It’s in the news, on television, Tweets, Facebook, Zoom. We can’t get
The Difficulty of Timing the Market Most people who try to time the market are just fooling themselves, says Prof. Ken French. Here he explains what
by Michael Branham, CFP® As Americans and the world face uncertain economic outcomes, investors are asking important questions to understand what the bear market means for them.
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale and avoid burnout. In this article,
Forget the mistakes of the past, said Marty Kurtz, the founder of The Planning Center. “Have an open conversation with yourself and those around you….”
What’s the best use of Reddit’s retirement subchannel? It’s a good place to start your journey. But there are some cautions along the way.
Stay informed with the latest financial insights from our experts.
ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
FRESNO
7473 N. Ingram Avenue
Suite 107
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QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
CHICAGO
303 West Erie Street
Suite 311
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NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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
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