January 20, 2020
Presented by Kris Maksimovich, AIF®, CRPC®: Holders of concentrated stock positions have several options for mitigating the risk associated with owning these shares. Those who are charitably inclined may view a donor-advised fund as a
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December 26, 2019
Presented by Kris Maksimovich, AIF®, CRPC®: For many, the holidays are a time for giving back—whether by donating to a favorite charity or
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November 4, 2019
For many people, the holidays are a time for giving back—whether that means donating to a favorite charity or helping out a family member
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January 25, 2019
By Kris Maksimovich, AIF®, CRPC®: A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need
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