Russ Nieland - Managing Partner, Wealth Advisor

12/10/2022

Do you think a donor-advised fund could play a role in your charitable giving strategies this holiday season?

Download this free resource guide to learn more: https://buff.ly/3BdiWns

12/09/2022

🎁 Looking to make a difference and give back this holiday season? Here are some options to consider:
-Donor-advised fund (DAF)
-Qualified charitable distribution (QCD)
-Charitable gift annuity

Read more about each option in our recent blog post:

How can you reduce your tax burden after a particularly high-income year? We’ve detailed some charitable giving strategies that may help. Learn what you can do to potentially reduce your taxes.

12/08/2022

Most consumers have an excess of savings from the pandemic and with incomes rising, we are seeing more money coming back into the economy. Inflation is easing and we hope to continue seeing this trend into 2023.

Read more in our Weekly Market Update here:

Welcome to December Can you believe we’ve made it to the final month of the year? Stocks gained nicely in October and November (more on that below), but now we head into the jolliest month of them all. The good news is no month is more likely to be higher for stocks. The S&P 500 …

12/07/2022

Did you see a high-income year in 2022? You may have received a bonus or are considering exercising your stock options. Know how it could impact your taxes in our recent blog here:

How can you reduce your tax burden after a particularly high-income year? We’ve detailed some charitable giving strategies that may help. Learn what you can do to potentially reduce your taxes.

12/05/2022

❄️ Welcome, December! Skating into the new month, what does that mean for the market? Looking back on previous years, December typically turns out to be the jolliest of them all.

Read more in the Weekly Market Update here:

Welcome to December Can you believe we’ve made it to the final month of the year? Stocks gained nicely in October and November (more on that below), but now we head into the jolliest month of them all. The good news is no month is more likely to be higher for stocks. The S&P 500 …

12/03/2022

Avoid paying more taxes than necessary. Check out our helpful guide to see if you’re missing out on tax loopholes that could save you money.

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide.

12/02/2022

Considering tax-loss harvesting? Depending on your tax bracket and time held onto a stock, this could be a beneficial option.

Read more about tax-loss harvesting and how it might benefit you here:

What is tax loss harvesting and is it worth it? Find out who benefits from tax loss harvesting and how it works.

12/01/2022

The consumer is in a good position as we go into 2023. With ease of pressure on the Fed, Fed members are recognizing that they’ve raised rates quite a bit. We’re hopeful officials will be in favor of slowing the pace of rate increase.

Read more in our Weekly Market Update here:

A More Positive 2023 Stocks continued to move higher last week, with the Dow back above 34,000 and officially closing at a new seven-month high along the way. After energy led the rally, several other sectors, including financials, health care, materials, and industrials are now participati …

11/30/2022

There are 3 steps to tax loss harvesting that contain many moving parts:
1️⃣ Identify equities
2️⃣ Single out equities that have maxed appreciation
3️⃣ Match up the loss and the gain

You can learn more about those steps in detail in this recent blog post:

What is tax loss harvesting and is it worth it? Find out who benefits from tax loss harvesting and how it works.

11/29/2022

Employment growth, hours worked and average hourly earnings play a vital role in the overall performance of the economy. Will consumer spending remain strong into 2023?

Read about consumer spending in more detail in our Weekly Market Update here:

A More Positive 2023 Stocks continued to move higher last week, with the Dow back above 34,000 and officially closing at a new seven-month high along the way. After energy led the rally, several other sectors, including financials, health care, materials, and industrials are now participati …

11/28/2022

With the Dow back above 34,000, it points to an encouraging future and leaves us confident that the bear market ended in mid-October.

Read more in the Weekly Market Update here:

A More Positive 2023 Stocks continued to move higher last week, with the Dow back above 34,000 and officially closing at a new seven-month high along the way. After energy led the rally, several other sectors, including financials, health care, materials, and industrials are now participati …

11/26/2022

Giving season is upon us! Are you hoping to donate to your favorite charity this year? Download our free Donor-Advised Fund for Charitable Giving resource guide to learn more about giving strategies and opportunities:

Philanthropist and oil tycoon John D. Rockefeller famously said: “Think of giving not only as a duty, but a privilege.”