401(k) Borrowing Money Tree

January 4, 2019

Presented by Kris Maksimovich, AIF®, CRPC®:  If you need funds to cover an unexpected expense, taking a loan from your 401(k) account may sound appealing. Although many retirement plans offer these loans, borrowing from your 401(k) Read More...
Will Market Keep Dropping? With Image of Monopoly Game board and Pawn on Question Mark

December 17, 2018

Presented by Kris Maksimovich, AIF®, CRPC®: If you’re like many investors, you’re starting to worry. After all, the stock market has declined Read More...
2019 Economic and Market Outlook With Image of Busy New York Stock Exchange Floor

December 14, 2018

Presented by Kris Maksimovich, AIF®, CRPC®: As we approach year-end, we find ourselves in unfamiliar territory. Over the past several years, Read More...
Consider the Financial Implications of Restricted Stock Units

October 26, 2018

Presented by Kris Maksimovich, AIF®, CRPC®:  Restricted stock units (RSUs)—a contractual right to receive company shares or an equivalent cash Read More...
Volatile Market With Man Falling Off Mechanical Bull

October 12, 2018

By Kris Maksimovich, AIF®, CRPC®: The last few days have been tough for investors. Most of the time markets are driven by economic fundamentals (i. Read More...
Mutual Funds

September 27, 2018

By Kris Maksimovich, AIF®, CRPC®: Many investors do extensive research to figure out the best way to increase the returns on their mutual fund Read More...