Protect Yourself: Cybersecurity image with credit cards

November 29, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: As we learned from the Equifax breach that occurred in 2017, we can fall victim to identity theft through no fault of our own. Although it isn’t feasible to master every identity theft Read More...
Risky business of investing shows multiple doors on a wall that an investor could enter.

June 21, 2020

By Kris Maksimovich, AIF®, CRPC®: According to a landmark study on prospect theory and risk aversion in investing, people are more likely to be Read More...
Color of Risk Tolerance and Perception hands holding fire and ice.

January 16, 2019

By Kris Maksimovich, AIF®, CRPC®: During periods of market volatility like we’ve seen lately, it’s important for investors to understand their Read More...