
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
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November 2, 2020
Presented by Kris Maksimovich, AIF®, CRPC®: Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more
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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
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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
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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
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October 25, 2019
Presented by Kris Maksimovich, AIF®, CRPC®: Bonds are frequently used by those seeking a stable, predictable source of current income. When
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