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 result, corporate directors, officers, and executives may find that, over the term of 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...
Is Now the Time to Buy or Refinance?

June 29, 2020

Presented By Tom Kennedy, CFP®: June usually marks the height of the spring real estate market—it’s National Homeownership Month, after all. But Read More...
We are officially in a bear market, now what?

March 27, 2020

By Kris Maksimovich, AIF®, CRPC®: In the last downturn, we saw firsthand the reckless and self-serving behavior of some brokerage firms and banks. Read More...
Your Investing Strategy

March 16, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: It has been a very difficult couple of weeks in the financial markets. Stock markets worldwide have Read More...