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    Let’s Talk About Midterm Elections and Your Investments

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    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 …

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    Considering Tax Loss Harvesting? What You Need to Know First

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    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.

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    Year-End Giving in a 2020 World

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    Year-End Giving in a 2020 World

    Giving is a decision that is often made for more than a planning purpose, but here are a few technical items to focus on at the end of 2020 if you find yourself in a position to make a difference in that capacity.

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    4 Ways to Repay Student Loans Effectively

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    4 Ways to Repay Student Loans Effectively

    Written by  Connor Engbers, Wealth Advisor If you have paid attention to the news recently, you probably heard about the current “crisis” involving student loan debt. With constant talks of student loan repayment and forgiveness and the rising cost of education, debt is piling on the younge …

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    What eight years in the nonprofit world taught me about generosity

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    What eight years in the nonprofit world taught me about generosity

    By Nik Aamlid, Wealth Advisor There’s an interesting paradox that I’ve discovered over the years: “You give more, you get more.”

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    Client Portal Tutorial

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    Client Portal Tutorial

    To help explain how to use the Client Portal, we’ve put together a short tutorial!

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