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 …
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.
How to have Joy
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.
5 Books Wise Counsel are Loving Right Now – Part 1
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.
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? 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 …
Wise Counsel – Then and Now
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 …
How You Say It
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 …
Extra, Extra: I’ve Been in a Movie
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 …
Optimism Isn’t Always Easy
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor Would you choose your kid’s high school basketball game over an invitation to the White House? Optimism takes on many forms. Sometimes it’s not so obvious. Early in our marriage Linda and I were members at Second Bapt …
The Joy and Value of Reading
Photo by Josh Applegate on Unsplash Published by Stephanie Wilson, Lead Communications Associate I learned the joy of reading from a very young age. The imagination that it took to picture the world inside of a book taught me creativity and out-of-the-box thinking. Creatures and characters …
Entering the Industry
Published by Sidney Meriweather, Director of First Impressions What do climbing Mount Everest and becoming a financial advisor have in common? They both look impossible to do, but a brave few persevere and summit the challenges. I won’t be climbing Mount Everest anytime soon, but the last …
