by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any potential
KEY TAKEAWAYS A general framework based on potential benefits and drawbacks can be used to assess the merits of a new investment opportunity. A sensible approach
H. Jude Boudreaux, CFP® Sr. Financial Planner, estimates the worth of holdings based on Anita Dunn’s disclosure form in this CNBC article. Read the Entire Article Here
by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to build a portfolio for our clients.
Business Insider interviewed David Booth who says focusing on this long-term investing strategy will help you get the returns you’re expecting – and the ones you’re
by Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to manage volatility risk (the swings up and down in the markets)
by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most important is being able to deal
The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming
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