Katie Oliver Katie Oliver

What is Tax-loss Harvesting?

Sometimes the market presents opportunities where tax-loss harvesting can be an extremely useful part of your overall financial planning and investment strategy.

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Third Quarter 2022 Review and Outlook

The third quarter experienced more volatility as the Federal Reserve continued to raise interest rates in a bid to squash surging inflation. Find out more about the economic outlook here.

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Katie Oliver Katie Oliver

I Bonds: Should we All run out and buy them?

I Bonds have been growing in popularity – if you are looking into purchasing them right now like our client, you are very on trend. Over the last six months, almost 11 billion in I bonds have been issued (almost 10x the amount issued in the same period in 2020 and 2021).

What is causing the rise in popularity for I Bonds? Find out more here.

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Blog Blog

Case Study #3: A Non-Profit Maximizes it’s 401(k)

“For All the Children” is a non-profit educational entity headquartered in the Bay Area. They provide after school tutoring services for students in 3rd – 8th grade. Lisa May, the company’s founder, was a former Teach for America teacher and founded the non-profit when she was 38 years old. Found out how she repositioned the company's 401(k) to make her employees feel valued.

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