Introduction to SEPP Distributions, also known as 72(t) distributions shows man putting money puzzle together.

Introduction to IRA SEPP Distributions

August 8, 2022

Premature distributions from IRAs taken prior to age 59 ½ are generally subject to a 10 percent penalty. The purpose of this penalty is to prevent people with insufficient savings from retiring too early, spending their nest egg, and Read More...

Woman with coffee looking at documents and considering securities-based lending

A Look at Securities-Based Lending

June 17, 2022

Securities-based lending may be a quick way to lay your hands on some cash, but you should be aware of the potential for risk. By Kris Maksimovich, Read More...

Fixed Income Investment Strategies

February 7, 2022

Fixed income investors are understandably cautious about rising consumer prices We review four strategies that could help manage risk. Presented by Read More...

Six Biases That Can Derail Your Portfolio with finger pressing behavior analysis button on keyboard.

6 Biases That Can Derail Your Portfolio

December 19, 2021

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: When it comes to our money, humans are not exactly rational investors. In fact, there are six Read More...

Inherit a home image shows a toy block wood home on grass

5 Questions to Ask When You Inherit a Home

November 7, 2021

Questions to ask when you inherit a home is presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Buying a home is one of the most stressful Read More...

ETF Basics

August 16, 2021

Presented by Kevin M. Curley, II, CFP®: Since the first exchange traded fund (ETF) was introduced to the market in 1993, exchange-traded products Read More...