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We cover what's most important to you with a wide range of financial planning topics like investing, risk management, estate planning, taxes, retirement, and the latest market news and information from industry experts.
Presented by Kris Maksimovich, AIF®, CRPC®: Despite attempts by Chinese authorities to contain the coronavirus, the numbers make clear that the virus is now spreading around the world. According to the World Health Organization, there are 79,331 confirmed cases, of which 77,262 are in China and 2,069 are outside of China (as of February 24,Read more
Presented by Kris Maksimovich, AIF®, CRPC®: This article will provide an overview of commodities as an asset class with discussion of performance drivers as well as the potential benefits and risks from an investor’s standpoint. The most commonly known commodities, such as crude oil, natural gas, and precious metals, will be discussed in more detail.Read more
Presented by Kris Maksimovich, AIF®, CRPC®: It’s already 2020. Once again, the holidays were a blur—and, once again, Congress passed significant legislation at the last minute. This time, it was the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was signed into law on December 20, 2019. In the eyes of some commentators,Read more