Insights

The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …

Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion  The incredible rally continues, justified by some spectacular earnings result …

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.

Written by Jasmine Cormier, Communications and Marketing Manager I recently went on vacation in the Bahamas. It is such a beautiful country. With clear blue waters and rhythmic music playing everywhere around the island.

By Your Wise Counsel Team We all love a good book recommendation that’s been vetted by someone we trust. For me, I enjoy alternating between self-help and biographies with a thrilling fiction book to spark my imagination while I apply strategies.

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor When markets are selling off, is anyone returning your calls or emails? It’s February 28, 2020. The US stock market is in the midst of another correction, currently off about 12% in just one week.  Will it get wo …

Published by Stephanie Wilson, Lead Communications Associate I have been part of the team at Wise Counsel for over 11 years. The changes have been phenomenal in that amount of time. We’ve gone from 3 to 5 stakeholders, and we’ve changed locations. However, some of the most marked difference …

Published by Sidney Meriweather, Director of  First Impressions “It’s not just what you say but how you say it.” I can’t remember how many times I’ve had to remind myself of this phrase. Ninety-nine percent of my job is talking to people. Clients, prospects, and co-workers are just a few of …

Published by Annah Tucker, Director of Operations More fun facts about yours truly… Over ten years ago I moved to Austin, Texas from a small town and was able to find a job at a financial firm just northeast of downtown.  The office building was literally something out of a movie: big floor …