Let’s Talk About Midterm Elections and Your Investments

by Carson

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 …

3 min

Considering Tax Loss Harvesting? What You Need to Know First

by Thomas Fridrich

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.

1 min

Market Volatility Terms to Know

by Carson

Every industry has its special terms whose meanings aren’t always clear to the casual observer – investments may surpass them all. Its stream of strange terms can be hard to decipher, particularly during tough markets when industry jargon and unfamiliar language can obfuscate pressing matters.

1 min

The Basics of Bucketing

by Carson

Most of us have a jar of cash for something, whether it’s designated for Friday night pizza or savings for an upcoming event. Keeping jars of cash for certain things exemplifies our natural tendency to put money into categories.

3 MIN