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Trusts can help families gain greater financial clarity, protection, and privacy while supporting and complementing tax planning and charitable giving strategies. Sharon Olson explores with readers five reasons creating a trust could be a smart move for you and your family in her recent article in the Minneapolis/St. Paul Business Journal. When many people hear the term

In this Forbes article, Olson Wealth Group President Sharon Olson, CFP®, CEPA shares her perspective on how a formal family meeting can provide a cohesive opportunity for family to discuss their goals and continue to promote family unity, harmony, and happiness among future generations. Over time, family offices have evolved from something more than money management, into something much

Olson Wealth Group founder, Sharon Olson, CFP®, CEPA, shares her perspective in The Experts section of The Wall Street Journalregarding 20 Ideas for Adjusting Your Stock and Bond Portfolioon how to manage your portfolio in these volatile markets. #wealthmanagement #olsonwealthgroup By Cristina Lourosa-Ricardo Updated Aug. 7, 2022 6:00 am ET Is it time to rethink the percentage of stocks you hold in

The burden of saving for retirement in the U.S is heavy for most people, but it’s generally more cumbersome for women, who, thanks to a number of factors, have a greater likelihood of running out of money in their golden years. For starters, women, on average, live longer than men. Surely it’s no guarantee, but women need

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that maylie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. We may not

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

For many successful women executives and business owners, the services of a family office or a multi-family office can help bring together what is often an incredibly complex financial picture. In this Forbes article, Olson Wealth Group President Sharon Olson, CFP®, CEPA shares her perspective on how and why family offices can and should cater to the unique needs of

It has been a turbulent 2022 so far for investors. The S&P 500 Index is on track for its worst April in more than 40 years, the Nasdaq entered a bear market on April 26 with its more than 20% decline, and bonds, which typically provide ballast for diversified portfolios during periods of stock market