Category: Uncategorized

Filter Blog by:
    Let’s Talk About Midterm Elections and Your Investments

    Blog

    Let’s Talk About Midterm Elections and Your Investments

    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 …

    Read More
    Considering Tax Loss Harvesting? What You Need to Know First

    Blog

    Considering Tax Loss Harvesting? What You Need to Know First

    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.

    Read More
    Crawfish Season is here!

    Blog

    Crawfish Season is here!

    Published by Todd Melerine CPA, CFP® With the arrival of spring, many of you will soon be planning backyard barbecues and family gatherings.  Down here in Southeast Louisiana, we do things a little differently.  We have crawfish boils!

    Read More
    How to Avoid Tax on Your IRA Distributions

    Blog

    How to Avoid Tax on Your IRA Distributions

    Published by Todd Melerine CPA, CFP® Are you taking Required Minimum Distribution and are charitably inclined? The IRS requires you to begin taking taxable distributions (referred to as Required Minimum Distributions or RMD’s) from your IRA when you reach age 70 ½. So, what does RMD’s have …

    Read More