We will review two companies that have impacted portfolio performance but that we have not recently discussed.5 Holcim/Amrize has performed well on the back of strong business performance and a ...

DENVER, COLO. (November 6, 2025) — The Financial Planning Association® (FPA®) revealed today that its four annual national conferences are being reengineered and rebranded to make them more impactful ...

DENVER (February 10, 2021) – The COVID-19 pandemic made the delivery of in-person pro bono financial planning services difficult in 2020. Despite the challenges, Financial Planning Association members ...

Thank you for bringing attention to the value of financial advisers in your Jan. 19 article, "Cream of the Crop." The members of the Financial Planning Association of Minnesota appreciate the Business ...

Source Capital's NAV gained 4.59% for the quarter and 13.76% for the trailing twelve months, which is higher than the balanced MSCI ACWI/Bloomberg US Agg index. Aside from one investment during the ...