Why Cost Basis Gain or Loss Doesn’t Equal Investment Performance

March 22, 2021

Presented by Dean Elliott: When reviewing investment performance, there’s a common misconception that unrealized and realized capital gain or loss is a measurement of performance. It’s important to understand that unrealized capital Read More...
Last-Minute Charitable Giving Opportunities

December 21, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: December is the “giving season,” when many people consider using their wealth to help others. Read More...
Trust income tax depicts a businessman writing.

August 28, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Rule #1: When in doubt, refer to the trust document; an investment policy for a trust cannot be created Read More...
SECURE Act depicts community of people

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, Read More...
Charitable gifting image depicts a man and woman holding a present.

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: For many, the holidays are a time for giving back—whether by donating to a favorite charity or Read More...
Tax Strategies

December 23, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Minimizing your potential income taxes requires a regular review of your financial picture and the Read More...