The death of George Floyd prompted people around the country to take stock — not just of the structure of law enforcement, but also how they support the good that they want to see in the world. At a time when social justice issues around race and equality are top of mind for us all, making sure your investment portfolio fits your values and your mission makes sense.
The Business Journal Leadership Trust asked Sharon Olson and other members how they invest in their employees. Sharon discusses ways to provide student loan relief that is excluded from income and payroll taxes if paid before December 31, 2020.
Sustaining and managing the family balance sheet and growing and protecting family wealth has its challenges. For that reason, even with a high level of self-efficacy, high-performing leaders often delegate the complexity of coordinating and orchestrating their family’s finances to experts who understand their needs and preferences.
Olson Wealth Group announces growth shift with the addition of Nicole Scanlon as Managing Director of Family Wealth. Nikki will provide a wide range of complex needs including the development of family mission and values statements, clarity in family governance, aggregated reporting, and advanced generational wealth programs.
The Business Journal Leadership Trust asked Sharon Olson and other members to share something they believe should be addressed during your year-end company review. Sharon discusses the importance of employee fulfillment, engagement, and growth. Read More…
During this unprecedented period, many business owners need access to capital. They may need to bridge the gap between today and their next venture, purchase another business, handle unexpected expenses or even pay off debt. Here’s how to do that while minimizing taxes and investment loss.
Amid the COVID-19 Pandemic, investors have a host of wealth management options that make sense for the short and long term. Sharon Olson discusses downside protection portfolios, opportunities, and provisions of the CARES Act.
The Business Journal Leadership Trust asked Sharon Olson and other members to share their tips on how to tactfully stand your ground with a customer who’s in the wrong. Sharon discusses the importance of asking the right questions to build trust, understanding, and how to move toward a solution with clarity and agreement. Read More…
The Business Journal Leadership Trust asked Sharon Olson and other members to share a trend they believe should be on the radars of national decision-makers. Sharon discusses empowering team members to set their own goals.
Minneapolis/St. Paul Business Journal Leadership Trust is an Invitation-Only Community for Top Business Decision Makers in Minneapolis/St. Paul. Minneapolis, MN, May 20, 2020 – Sharon Olson, President of Olson Wealth Group, was chosen to participate in the Minneapolis/St. Paul Business Journal Leadership Trust due to her experience, leadership and influence in the local business landscape.