Finding the Silver Lining in Today’s Troubled Market
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
Employers Can Still Establish Qualified Plans for 2021
This is a reminder that if you are a business owner, one of the many provisions within The Setting Every Community Up for Retirement Enhancement (SECURE) Act (signed into law on December 20, 2019) that helps businesses, is the ability for companies to establish certain tax-qualified retirement plans beyond the end of the year. Under
Olson Wealth Group Cares About What Matters to You- Wait to File Your Taxes
As your trusted financial advisor, it is important to keep you informed to ensure you have accurate information and updates about the process for reporting your investment income and preparing your tax documents. In an effort to save you and your CPA some frustration, we advise that you NOT file your taxes until at least