Why Financial Planning

By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more

To Hedge or Not to Hedge?

Many investors take a global perspective when building portfolios to achieve their investment goals. With the benefits of greater diversification more

Is the Stock Market Divorced from Reality

I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland more

An Exceptional Value Premium

It’s probably not news to most value investors that the value premium has struggled over the past decade. What might more

Is Budget a Dirty Word?

What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that more

Values-Based Retirement Planning

In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus more