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 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 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.
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.
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.
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.
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.
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.
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".
Clute Wealth Management is excited to announce that Akemi Chen has earned her Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.