Why Financial Planning
December 2, 2020
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years ago. The financial world was quite
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By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years ago. The financial world was quite
Many investors take a global perspective when building portfolios to achieve their investment goals. With the benefits of greater diversification and an expanded opportunity set come
I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland cattle than people—and relying on my
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme
What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that you are fulfilling your values and
In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been
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NEW ORLEANS
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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
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