By Kevin Oleszewski
Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
By Kevin Oleszewski
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.
By Sonu Varghese
Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%.
By Chelsi Balfour
Published by Ryan Cooley, Associate Wealth Advisor If you’re like most couples, you likely have arguments about money. Almost 70% of married or cohabiting couples admit to fighting about their finances,[1] and disagreements about money are one of the top causes of divorce.[2]
