You have a vision for your life. Olson Wealth Group provides guidance for you to realize that vision. For over 30 years, we have lead with wise counsel and clear strategy. We meet you where you are with a values-based, multi-generational approach to preserving and growing your wealth.
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It’s sometimes referred to as “sudden wealth,” but more often than not, it’s been years in the making. Many business owners and entrepreneurs spend decades building their businesses, plowing their profits back into the business while living a rather modest lifestyle themselves. They don’t consider themselves wealthy by any means. Then, inevitably, the day approaches
As part of our ongoing tactical approach to managing our clients’ portfolios, we are taking this opportunity to turn losses into wins. Tax planning is not just something to consider at year-end. Our investment team works year-round to manage our portfolios with a particular acuity to tax efficiency and tax-adjusted returns. In doing so, we are
Over the last week, the markets have delivered extreme volatility, with the S&P 500 Index approaching bear market territory as it flirts with a peak to trough decline of almost 20%. The concerns that have contributed to the poor start are well-known. Historically high inflation, supply chains disruptions, China in another lockdown, geopolitical concerns, an
