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Blog
Let’s Talk About Midterm Elections and Your Investments
This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …
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Considering Tax Loss Harvesting? What You Need to Know First
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
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Blog
Need Less Chaos in your Christmas?
The Christmas season is upon us! This year the Christmas season and holiday shopping look is very different for a lot of us. One of the best pieces of advice I have been given over the years to simplify gift giving by purchasing 4 primary items for each child in your household. This allows …
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