Newsroom

Christina Presents Year-End Tips to the Williston Chapter of WBON

November 29, 2021 | Filed under: Business Owners, Women
Not only do we have an overwhelming number of things to do for our personal lives , but our businesses have year-end “needs” as well.

Christina Featured as an Expert in MoneyGeek Article

October 21, 2021 | Filed under: Financial Planning, Financial Literacy, Investing

Christina was featured as a guest expert in the MoneyGeek article "How to Start Saving and Investing". She answered questions and provided insight about investing for beginners, how to evaluate if you are in a place where you should begin investing, and answered other common questions.

Adam Featured on the 'Figure It Out' Podcast

July 29, 2021 | Filed under: Community_NY-VT

Adam joined Bryce Hanson, host and creator of the podcast "Figure It Out", to talk about life as a parent, Star Wars, how he ended up working at Clute Wealth Management, and everything in between.

LPL Financial Research Midyear Outlook 2021: Picking Up Speed

July 13, 2021 | Filed under: Investing

LPL Research Midyear Outlook 2021: Picking Up Speed is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the speed can be exhilarating as economic growth accelerates, it can also be dangerous. Midyear Outlook 2021 looks ahead for opportunities, but also watches for new hazards created by the reopening.

Christina Discusses Charitable Giving at CVPH Virtual Event

July 1, 2021 | Filed under: Community_NY-VT, Taxes, Estate Planning

In early June, Christina joined a panel of local experts to discuss simple ways to give during the "Securing our Region's Future with Gift Planning" virtual event hosted by The Foundation of Champlain Valley Physicians Hospital (CVPH) and their local partners, Alice Hyde Medical Center and Elizabethtown Community Hospital.

Christina Ubl Interviewed By Strictly Business

June 3, 2021 | Filed under: Newsroom, Community_NY-VT

May's theme for Strictly Business Magazine was "Money & Banking", so they invited a few experts to answer 3 - 5 short questions about their industry and the trends they see in their fields.

Heidi and Christina Speak at the SUNY Plattsburgh Legacy Giving Event

May 14, 2021 | Filed under: Newsroom, Community_NY-VT

On April 26th, 2021 Heidi Clute and Christina Ubl were the keynote speakers for the SUNY Plattsburgh Legacy Giving Event, held virtually to educate attendees about the options available to people when looking to give a legacy gift to the college, as well as honoring Heidi's generous contribution to the school.

Akemi interviewed for Strictly Business Magazine

November 30, 2020 |

In October, Akemi was interviewed as part of a Strictly Business Magazine article featuring five alumni from SUNY Plattsburgh who chose to settle down and start their careers in the Plattsburgh area after graduating. 

Christina and Adam Answer Questions at the SUNY Plattsburgh Financial Forum

April 28, 2020 | Filed under: Newsroom, Community_NY-VT

On April 15th, Christina and Adam joined Morgan from SUNY Plattsburgh to host a virtual "Financial Forum" to answer questions from soon to be college graduates about a wide range of financial topics including the difference between 401ks and IRAs, strategies to pay off debts, strategies to help younger adults save, and more.

Christina Shares Insights at the Strictly Business Forum

March 10, 2020 | Filed under: Community_NY-VT

In Strictly Business Magazine's article "Inspiring Innovation: Decades of Delivering" , Christina Ubl was featured alongside her tablemates at the Strictly Business Forum. The group shared insights on the North Country business community over the years and the "rich stories and lessons learned from many wins and losses encountered along the way".