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Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

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We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

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Being Grateful Isn’t Just Good for Your Outlook: It’s a Good Retirement Strategy

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The Sustainability Opportunity

The Sustainability Opportunity

March 25, 2021

Sustainability goes beyond reduce, reuse, and recycle. Today more than ever, investors are calling for sustainability opportunities, and markets are answering. But investing isn’t as simple

Don’t Forget to Check Your Retirement Plan. Here Are Moves to Make Before the Year Is Out.

December 21, 2020

CNBC recently featured H. Jude Boudreaux, CFP® Sr. Financial Planner. In this article, Jude encourages investors to stay disciplined and buy low, sell high. Read the

Protecting Your Portfolio from Future Pandemics in a Simple and Ethical Way

May 7, 2020

By The Planning Center, Financial Planner Schedule a Free Consultation Zoom calls have taken over my professional and personal life. One topic that keeps coming up

<img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741" alt="" loading="lazy" />

Quarterly Market Review – Q4 2019

January 23, 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns

<img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741" alt="" loading="lazy" />

Quarterly Market Review – Q3 2019

October 11, 2019

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns

<img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741" alt="" loading="lazy" />

Quarterly Market Review – Q2 2019

July 12, 2019

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns

<img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741" alt="" loading="lazy" />

Quarterly Market Review – Q1 2019

April 12, 2019

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns

<img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741" alt="" loading="lazy" />

Quarterly Market Review – Q4 2018

January 11, 2019

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns

<img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741" alt="" loading="lazy" />

Quarterly Market Review – Q3 2018

October 8, 2018

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns

<img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" data-src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741 lazyload" alt="" loading="lazy" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 400px; --smush-placeholder-aspect-ratio: 400/267;" /><noscript><img width="400" height="267" src="https://www.theplanningcenter.com/wp-content/uploads/2017/07/Depositphotos_16372601_original_opt-1.jpg" class="attachment-medium_large size-medium_large wp-image-2741" alt="" loading="lazy" />

Quarterly Market Review – Q2 2018

July 6, 2018

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns

Quarterly Market Review – Q1 2018

April 11, 2018

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns

Quarterly Market Review – Q4 2017

January 5, 2018

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns

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