Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important more

By Matthew Sivertsen, CFP® Some time ago, a memorable article in the Washington Post by financial columnist, blogger and equities more

By Matthew Sivertsen, CFP® Reverse mortgages have long been thought of as merely a last resort for someone’s retirement plan, more

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

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

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

This report features world capital market performance and a timeline of events for the past quarter including the notable Brexit more

By Matthew Sivertsen – A recent article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz more

Eric Kies, CFP® explains essential things to do before year-end for retirement accounts. While it may feel like 2015 just more