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 charitable organization. Thoughtful planning will help you provide for the right 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...

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...