Insights

As you attend to the important people and tasks in your daily life, are there missing pieces in your financial plan that need attention? We hope you will join us at our 2nd Annual GROW Event and find out!   Download Flyer

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 …

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.