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 …

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.

College Applications as a Marketing Campaign

What do marketing campaigns and college applications have in common? Both require a process to frame a story and create a memorable impression. Developing a marketing campaign is not done overnight. It includes pre-production planning, production filming, and post-production editing.  The m …

Uncharted Territory – with Charts

Yesterday saw the largest single day stock market drop since the great recession.  While most would place the blame on the rapid spread of coronavirus, this was also a reaction to an oil price war where Russia and Saudi Arabia came to loggerheads, unable to maintain a three-year-old deal to …

Business professional using his tablet to check his financial numbers

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