By Matthew Sivertsen, CFP®, CeFT® Uncertainty is an uncomfortable word, especially if it is being used to describe our employment! more

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