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 …
Published by Ryan Cooley Anyone who has kids knows that there never seems to be enough time to intentionally teach your children all they need to know to be a successful adult. How do you consistently instill the values of a strong work ethic, kindness, and respect, not to mention time mana …
If you’ve paid attention to market prognostications over the last year, you’ve likely heard the term “yield curve.” The yield curve has become the center of attention for explaining the economy and markets, which is why our financial advisors always seem to be answering one question: What i …
No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.
Published by Ryan Cooley Times are a-changin’. And they’re changing quickly. $1 million has generally been seen as the gold standard for financial security, but thanks to inflation, a $1 million retirement fund might not get you as far as you think. According to Schwab’s 2019 Modern Wealth …
Published by Ryan Cooley As a wealth advisor, it is my duty to educate my clients as much as possible so they can avoid financial pitfalls and enjoy the fruits of their wealth. While every client’s situation is unique and treated as such, I have noticed a common thread among my clientele in …
When presenting to individual investors, what I worry about the most is offending an audience member’s political views, especially when there’s a Q&A to follow. As our political discussions grow more contentious, it’s more challenging to avoid stepping on toes.
