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.
Creating Good Money Habits in Children
By James A. DeGaetano Jr., CPA, CFP®, Founder, CEO, and Wealth Advisor. Sadly, we do not have a national financial literacy curriculum in our high schools. Nor does attending college guarantee exposure to financial literacy education, unless one chooses to study accounting or finance.
A Letter to Your Parents as They Retire
Dear Mom and Dad, There is no branch that bears fruit by itself. I feel fortunate to have been raised by parents that were supportive of my endeavors and always provided a framework in life to learn. I’m truly grateful for your love during the ups and downs of life and hope to ‘pay it …
