Insights

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 …

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.

How to Increase Your Credit Score Quickly and Buy Your First House Being a first-time homebuyer is tougher these days, as banks and mortgage lenders are tightening their lending standards. While credit requirements for a mortgage can vary, depending on the type of loan and lender, a credit …