Deferring Gains Through 1031 Exchanges

February 1, 2021

Presented by Michael G. Wendlandt:  For individuals who are sitting on large gains in investment or business property, a 1031 exchange may be a viable option for deferring those gains. While these transactions tend to be complex, working Read More...
Are You an Intelligent Investor?

November 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®:  Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more Read More...
Guide to Planning a Charitable Bequest

August 17, 2020

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...
Commodities Primer

February 25, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: This article will provide an overview of commodities as an asset class with discussion of performance Read More...
Roth IRAs Vs. Roth 401(k)s

December 17, 2019

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...
Bonds and bond funds shows strategy image with woman playing Jenga.

October 25, 2019

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