ETF Basics

August 16, 2021

Presented by Dean Elliott:  Since the first exchange traded fund (ETF) was introduced to the market in 1993, exchange-traded products have seen tremendous growth. In 2020, U.S. ETF assets have reached close to $5 trillion, with more than Read More...
What You Should Know About Bitcoin

July 6, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: We’ve all seen the stories about bitcoin over the past few years—the triumphs and the Read More...
What is an NFT?

June 29, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: By now, nonfungible tokens—better known as NFTs—are an almost inescapable part of the news Read More...
Using a blind trust to sell restricted stock depicts a blindfolded business woman

April 12, 2021

Presented by Dean Elliott: Publicly traded companies often include corporate stock and stock options in key employees’ compensation packages. As a Read More...
Health Savings Accounts: FAQs Depicts Doctor and Patient at Desk

March 29, 2021

Presented by Kris Maksimovich: Changes in the health care marketplace, rising medical costs, and the tax advantages that health savings accounts Read More...
So You Want to Buy a Vacation Home . . .

January 25, 2021

Presented by Kevin M. Curley, II, CFP®: As the weather warms up, many people are thinking about summer plans—and possibly dreaming of buying a Read More...