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 considering individual bonds and bond funds, it’s important to look at both the potential Read More...
Trade war market volatility image depicts world map with finger pressing buttons

August 9, 2019

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...
Midyear Outlook

July 8, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: At the end of last year, the big question was, “Will 2019 bring the end of the recovery?” All of Read More...
Market volatility displayed on computer

July 2, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Fluctuations in your 401(k) or workplace retirement savings account can stir up negative emotions, Read More...
Should You Consolidate Your Retirement Accounts? Image of professionals using tablet for analysis.

February 11, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans Read More...
Color of Risk Tolerance and Perception

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...