Prime Portfolio Planning's commitment to expertise, excellence, and a client-centered approach sets a high standard in the financial planning industry. Keith Galicia and his team invite successful ...

Most people think that financial planning and portfolio management are the same thing. There is certainly some overlap but understanding the distinction between them is very important as you decide ...

As we enter the last quarter of 2023, there are a number of year-end planning topics to discuss with your clients. Portfolio planning, a priority for most clients, is an area that not only deals with ...

QKS Group announced today that it has named OnePlan as a leader in the SPARK Matrix™: Strategic Portfolio Management Solutions, 2026.

Some errors in retirement-portfolio planning fall into the category of minor infractions rather than major missteps. Did you downplay foreign stocks versus standard asset-allocation advice, or hold a ...

In fact, in a recent paper, researchers Patrick Collins and Francois Gadenne note that the three generally accepted retirement modeling approaches each have their own shape — from the curve of the ...

In a world with so many complicated investment choices, passive investing is a breath of fresh air. It’s easy, inexpensive, and surprisingly good in the long term. One of the simplest ways to begin ...

Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. Processing ...

Note: This article was originally published on Dec. 11, 2017. Some errors in retirement-portfolio planning fall into the category of minor infractions rather than major missteps. Did you downplay ...