Six Biases That Can Derail Your Portfolio with finger pressing behavior analysis button on keyboard.

December 19, 2021

By Kris Maksimovich, AIF®, CRPC®: When it comes to our money, humans are not exactly rational investors. In fact, there are six biases that can be harmful to investors and these detrimental biases can derail our ability to make the best Read More...
Roth IRAs Vs. Roth 401(k)s depicts circle of pink ceramic piggy banks.

December 17, 2021

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...
Commodities Primer Image of oil pump in field at sunset.

February 25, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: This article will provide an overview of commodities as an asset class with discussion of performance Read More...
Should You Consolidate Your Retirement Accounts? Image of professionals using tablet for analysis.

February 11, 2021

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...
Deferring gains through 1031 exchanges shows man holding tablet with financial graphs on it.

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 Read More...
Are You an Intelligent Investor depicts woman grinning at camera.

November 2, 2020

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