Why Financial Planning
December 2, 2020
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years ago. The financial world was quite
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By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years ago. The financial world was quite
Many investors take a global perspective when building portfolios to achieve their investment goals. With the benefits of greater diversification and an expanded opportunity set come
I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland cattle than people—and relying on my
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme
What if there was a way to eliminate the pain of monthly tracking and keep the peace of mind that you are fulfilling your values and
In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been
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