Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war in Europe, and volatile stock and bond markets. It’s reasonable to
KEY TAKEAWAYS It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process. The coronavirus pandemic eased
By Michelle Maton, Senior Financial Planner, CFP®, EA, CeFT® It’s always difficult to lose a loved one. When that loss is accompanied by a large inheritance,
By Aristotle Makris, CPA, CFP® In late 2022 as part of a major budget bill, Congress passed the Secure Act 2.0, which includes dozens of new
Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global pandemic
One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even
By Caleb Arringdale,Tax Advisor Some believe that the financial planning industry is unnecessary and choose to follow a few common-sense aphorisms like “Spend less than you
Andy Baxley, CFP®, CIMA®, Sr Financial Planner Here at The Planning Center, we focus a lot of our energy on transitions planning. In the financial planning
In this Morningstar article H. Jude Boudreaux, CFP® Sr. Financial Planner, provides ideas and advice on how to prepare when a spouse is terminally ill. Read the Entire Article Here
Our TPC New Orleans office is honored to have been named one of the finest financial advisors in the city by Expertise.com.
With over 200,000 financial advisors in the United States, how do you pick one? First, eliminate the stock pickers. Those are the people making predictions about
Dimensional has been working with financial advisors for more than three decades. To recognize the impact they have on the investor experience, we compiled a list
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