06/26/2025
Another incredible two nights of educating investors at Gibsons in Oak Brook, reminding them that positive returns aren’t just reserved for bull markets.
Through intelligent portfolio design and strategic energy investments, investors can not only generate gains in down markets but also significantly reduce their taxable income.
When done right, the right investment doesn’t just grow wealth—it shields it.
To learn more: https://protect.kuhncp.com/m/KCP
06/21/2025
Enhanced Yield Income Notes from the largest banks recorded Webinar.
Video Conferencing, Web Conferencing, Webinars, Screen Sharing
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, confer...
06/13/2025
💸 Heads-up, investors: Bank of America just dropped a great data—the S&P 500 is now expensive across all 20 valuation metrics they track 📈.
✅ Short-term bulls might say earnings visibility, Big Tech profits, or even deregulation could keep the party going .
⚠️ But long-term? BofA warns these elevated valuations historically signal muted future returns, and a pullback is likely .
So, what's your game plan? Are you doubling down on dips, rebalancing into bonds, gold, or international stocks—or looking for a smarter way in?
Bank of America says the S&P 500 is expensive on all 20 metrics it tracks
Even as stocks are pricey, a strategist at the firm said the U.S.'s premium to the rest of the world is 'likely justified.'
05/19/2025
Gen Z's 'conscious unbossing' should be a wake-up call for businesses
Gen Z workers are "conscious unbossing" and avoiding management roles to preserve their wellness. Their preference for autonomy and better work-life balance may lead to big corporate culture shifts. Workplace culture experts say the trend should be a wake-up call for business leaders.
05/18/2025
I Treated My Employees Like Friends — and It Backfired. Here's How You Can Avoid the Same Mistake.
Building lasting friendships with employees is difficult. Boundaries help you maintain authority and build strong relationships.
05/17/2025
Thinking of retiring? It might be best to wait if you can.
Economic-slowdown concerns are prompting Americans to rethink their retirement plans. Financial advisors and researchers advise older adults to keep working and delay taking Social Security.
05/16/2025
Graduated? Here’s How to Make Smart Financial Moves from Day One
Just graduated? Learn how to evaluate job offers, tackle student loans, build credit and create a budget—so you can start your financial life with confidence.
05/15/2025
Maximizing Diversification With Alternative Investments For Stronger Portfolios
Investors are concerned with the risks and rewards of these investments and their liquidity.
05/14/2025
'Soft Saving:' Why Gen Z Is Trading Future Wealth for Present Happiness
Zooming out, Gen Z's finances reflect broader shifts in attitudes about saving and retirement. The U.S. personal saving rate was 4.6% in February 2025, lower than the average saving rate of 8.41% from 1959 to 2025. Meanwhile, 58% of Americans across generations say they're not sure they’ll ever ha...
05/13/2025
I'm 93 and am not ready to quit my job. I'm not rich but I'm comfortable and fulfilled.
This as-told-to essay is based on a conversation with Fay Pacchioli, 93, who works as a bookkeeper for the business she founded over 50 years ago. Pacchioli, who lives in Pennsylvania, said she doesn't have much saved, and her husband died six years ago. Still, she loves working and maintains a live...
05/12/2025
What Is Portfolio Diversification and Why Is It Important?
Understand what portfolio diversification is and why it's a crucial investment strategy. Learn how diversification can help reduce risk and potentially improve long-term returns.