We are delighted to announce the addition of Alison Uchrin to the Criterion team as our Client Engagement Director. With the growth of our business, we decided to create this position which will enable us to continue our commitment of delivering the best service possible as well as expand our offering of services
“The Good, the Bad and the Ugly” pretty well sums up what is happening right now in the markets.
The current bull market rally in the stock market recently became the longest in history. This fact and the market’s nearing all-time highs could begin to create angst among investors. Many may feel like more volatility could be lurking right around the corner.
While donor-advised funds can be a great way to give to a charitable cause and grow your investment portfolio, they function differently than traditional charitable donations. Find out how it works before starting yours.
When paying health insurance expenses, Health Savings Accounts can be a very efficient option. If you're wondering if this is the right option for you, read more to find out their common uses and advantages.