Guide to Planning a Charitable Bequest

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 charitable organization. Thoughtful planning will help you provide for the right Read More...
Commodities Primer

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 Read More...
Roth IRAs Vs. Roth 401(k)s

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 Read More...
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 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...