GS Select securities based lending solution

November 11, 2019

Goldman Sachs Private Bank Select® (GS Select™) is a securities-based lending solution that uses diversified non-retirement investment assets in a client’s pledged account as collateral. Our digital platform allows clients to quickly Read More...
Image for borrower defense to repayment

November 6, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Have you heard the term borrower defense to repayment but are not sure what it means? Are you wondering Read More...
Nonqualified deferred compensation plan shows woman sitting at desk typing on computer.

October 25, 2019

Presented by Kris Maksimovich, AIF®, CRPC®:  Deferred compensation is a term broadly used to describe any agreement between you and your employer Read More...
Bonds and bond funds shows strategy image with woman playing Jenga.

October 25, 2019

Presented by Kris Maksimovich, AIF®, CRPC®:  Bonds are frequently used by those seeking a stable, predictable source of current income. When Read More...
Guide to Federal Veterans Benefits

September 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: There are two separate agencies overseen by the U.S. Department of Veterans Affairs (VA): The Veterans Read More...
Planning guide for unmarried couples.

September 4, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: No one likes to think about death, disability, or a breakup, but planning for the unexpected can help Read More...