by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any potential
KEY TAKEAWAYS A general framework based on potential benefits and drawbacks can be used to assess the merits of a new investment opportunity. A sensible approach
H. Jude Boudreaux, CFP® Sr. Financial Planner, estimates the worth of holdings based on Anita Dunn’s disclosure form in this CNBC article. Read the Entire Article Here
by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to build a portfolio for our clients.
Business Insider interviewed David Booth who says focusing on this long-term investing strategy will help you get the returns you’re expecting – and the ones you’re
by Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to manage volatility risk (the swings up and down in the markets)
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
The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming
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
Fresno, CA 93711
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
The Planning Center © 2022