111 West Jackson Blvd.
Suite 1700
Chicago, IL 60604-3597

Clifton Kirksey, CFP®, CPFA®

(312) 528-3300

 

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

 

Related Content

Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."