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® Most of us do not even think of “life events” as transitions. Unless, of course, it is one of the biggies,
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….”