Will State-Level Outbreaks Become National Second Wave?

July 13, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CExP™: Could this be a second wave? This week, we saw the medical risks continue to rise. Notably, outbreaks in Arizona, California, Florida, and Texas continued to get worse. All had Read More...
Devising a Data Breach Game Plan

July 6, 2020

Presented by Dean Elliott: As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many of Read More...
Is Now the Time to Buy or Refinance?

June 29, 2020

By Tom Kennedy, CFP®: June usually marks the height of the spring real estate market—it’s National Homeownership Month, after all. But this June Read More...
Will Localized Outbreaks Derail Recovery?

June 25, 2020

Presented by Kris Maksimovich, AIF®, CRPC® CExP™: The news this week has been a bit of a mixed bag. The bad news is that we’ve seen signs of Read More...
Charitable Giving Incentives Under the CARES Act

June 22, 2020

Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable Read More...
New PPP Flexibility Act of 2020 Clarifies Key Loan Provisions for Small Businesses

June 15, 2020

Presented by Kris Maksimovich, AIF®, CRPC® The Paycheck Protection Program (PPP) was created to provide loans to support small businesses and save Read More...