ACP Certified Member Ken Robinson was quoted in this MarketWatch article titled '‘Who can help us?’ We have two homes — one with $88K left at 2.75% and one with $275K at 4.5%. Should we pay one off?', discussing paying off mortgages on two homes and which one to pay off if you want more monthly...
Education planning can be very emotional for parents and family members, and this can be an especially tricky topic for advisors to navigate with our clients.... but we're here to help! Please join us for a presentation from the Resource Development Committee (formerly the System Committee). We...
02-10-2026 | 01:00 PM - 02:00 PM ET
ACP Certified Member Troy Von Haefen was featured in this Financial Planning Magazine article titled 'Know Your Niche: From guitar player to advising Nashville's stars' where he discusses his niche (working with musicians in Nashville), his previous career working as a touring guitarist, and how...
ACP Certified Member Meredith Briggs was featured in this Barron's article titled 'When a Client Develops Dementia, It Can Be a Shock. Financial Advisors Share Experiences.', which was also published in MSN, where she shared her experience working with a client that developed dementia in his 70s...
The ACP Solo Advisor Retreat is an annual gathering for Solo (and other) Advisors to learn, share, and connect virtually. Join your colleagues on Thursday, January 22 from 10:45 AM eastern until approximately 4:00 PM, and resume Friday, January 23 from 11:00 AM through 4:00 PM. View event...
01-22-2026 | 10:00 AM - 04:00 PM ET
ACP Certified Member Keith Spencer was quoted in this Kiplinger article titled 'Donating Stock Instead of Cash Is the 2-for-1 Deal You'll Love at Tax Time', where he discusses how giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to...
ACP Certified Member Zach Teutsch was quoted in an Investopedia article titled 'How To Compare Your Finances Against Your Peers in a Healthy Way', providing simple strategies for comparing you finances to others in an effective way: “As humans, we are a social species, using the cues from those...
ACP founder Bert Whitehead was featured in an article published in the Boulder Daily Camera discussing how investors can determine where they are on the wealth ladder, where financial advisor David Gardner highlights Whitehead's book, 'Why Smart People Do Stupid Things with Money'. The book...
ACP Certified Member Zach Teutsch was quoted in a CNBC article titled 'How to know when a robo-advisor makes sense — and when a human financial advisor should step in', noting areas of expertise where a human financial advisor can go above and beyond a robo-advisor, including investment...