PSM Marketing Team, Author at The Planning Center

This Has Been a Test: Developing a Financial Plan You Can Stick With

Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were

One of the best things about markets is that they don’t have memories. They don’t

Andy Baxley, CFP®, CIMA®, Sr Financial Planner Here at The Planning Center, we focus a

Our TPC New Orleans office is honored to have been named one of the finest

With over 200,000 financial advisors in the United States, how do you pick one? First,

Dimensional has been working with financial advisors for more than three decades. To recognize the

Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner “On a long enough timeline, the survival

Andy Baxley, CFP®, CIMA®, Sr Financial Planner Talking openly and honestly about our financial affairs

TPC is honored to be listed among the top 11 financial advisors in Chicago, Illinois,

Investors have likely noticed the improved opportunity set in fixed income due to higher yields.

This has been a challenging year for investors. On top of the equity bear market,

Andy Baxley, CRP®, CIMA®, Sr Financial Planner This particular retreat was special because it was