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 the data seemed to point to an answer of “Not yet.” And so far, that answer still holds. 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...
Risky Business of Investing With Bear and Bull on Stock Market Newspaper Listings

June 21, 2018

By Kris Maksimovich, AIF®, CRPC®: According to a landmark study on prospect theory and risk aversion in investing, people are more likely to be Read More...
Raising a Smart Investor

January 24, 2018

Presented by Kris Maksimovich The sooner, the better. It’s a saying that applies to many facets of life, including educating children about money. Read More...