Year-End Financial Planning Checklist with hand and pen.

October 10, 2022

Presented By Tom Kennedy, CFP®: As 2022 comes to a close, you’ll want to reassess your financial goals, examine any life changes that will affect your saving or spending, and learn about recent developments in the world of taxes and Read More...
How Do Financial Advisors Make Money depicts people talking in modern office

August 17, 2022

Many people wonder exactly how financial advisors make money. We look at the various ways your advisor might be compensated and what you get for the Read More...
Advisor vs. Adviser: What’s the Big Deal depicts photo of advisors looking at tablet.

August 13, 2021

When it comes to the world of financial services, one simple letter may make a difference.    By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Read More...
Five GWA Advisors Earn Five Star Wealth Manager Award

July 8, 2021

Global Wealth Advisors, a RIA in Dallas, Texas, today announces that four of their professional advisors have been named a 2021 Five Star Wealth Read More...
Digital image of two people exchanging ideas

July 5, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Before hiring an estate planning attorney, there are a variety of factors to take into Read More...
Questions to Ask a Financial Advisor

May 17, 2021

Questions to ask a financial advisor is presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: When choosing a financial advisor, it’s Read More...