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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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    Don’t Underestimate the Value of Good Advice

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    Don’t Underestimate the Value of Good Advice

    By Jaymon Meikle, Financial Advisor My family and I recently moved to Tennessee, and I was able to cross off a financial milestone – we bought our first home.

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    Honoring the Hero’s Story on Memorial Day

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    Honoring the Hero’s Story on Memorial Day

    By: Bruce Eisenhauer Every year on Memorial Day, I reflect on those who made the ultimate sacrifice. Those who put the needs of their country ahead of their own. Those who defended the ideals of freedom and democracy while protecting their brothers and sisters in arms. They knew death was a …

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