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When Your Child Becomes Independent

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When Your Child Becomes Independent

Published by Stephanie Wilson, Director of First Impressions Ever wonder what it is like to see your child become more independent? I experienced this recently when my son started driving his vehicle.

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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Life Changes

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Life Changes

Things your team here at Wise Counsel can guide you with. Published by Annah Russell, Director of Operations The additional services we offer here at Wise Counsel are beyond what money can buy.

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Consider Generosity

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Consider Generosity

Published by Sidney Meriweather, Relationship Manager Headlines, social media posts, videos, and market updates are flooding my daily life right now. There are so many things going on from a worldwide pandemic that feels overwhelming to the effect that it’s having on the global economy. Sickness, job loss, business closures, death…it all feels like too much.

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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Perspective on Market Activity

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Perspective on Market Activity

With emotions running hot and heavy in the markets today, here is my “real time” perspective on today’s market activity.

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Who’s Returning Your Calls?

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Who’s Returning Your Calls?

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor When markets are selling off, is anyone returning your calls or emails?

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

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Answers to 3 Big Questions on Clients’ Minds

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Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

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How a Donor-Advised Fund Can Help Your Charitable Giving

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How a Donor-Advised Fund Can Help Your Charitable Giving

Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:

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