Presented by Kris Maksimovich, AIF®, CRPC®:  Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more than 70 years ago, and the principles in his book are still highly respected today. Read More...

By Tom Kennedy, CFP®: A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: This article will provide an overview of commodities as an asset class with discussion of performance Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: According to an old adage, it’s better to tax the seed than the crop. And if you’re comparing Read More...

Presented by Kris Maksimovich, AIF®, CRPC®:  Bonds are frequently used by those seeking a stable, predictable source of current income. When Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: On July 26, 2019, the S&P 500 peaked—but it has since dropped by almost 6 percent (as of August Read More...