Jun 15, 2022
In today's episode Nicholas Olesen, CFP®, CPWA® talks with Nicholas Ryder, CFA®, Kathmere Capital's Chief Investment Officer, about a recent commentary he wrote to answer questions about how much the stock market is impacted by a recession.
For the charts discussed during the podcast and the original commentary,...
May 18, 2022
In today's episode Nicholas Olesen, CFP®, CPWA® talks about one of the best part about a market pullback, tax savings.
Rather than spend 30 minutes on all that it entails and multiple examples of how it works, this episode will cut right to how our investment team utilizes tax-loss harvesting. In a recent published...
The Silver Lining To A Market Pullback
May 18, 2022
In today's episode Nicholas Olesen, CFP®, CPWA® talks about one of the best part about a market pullback, tax savings.
Rather than spend 30 minutes on all that it entails and multiple examples of how it works, this episode will cut right to how our investment team utilizes tax-loss harvesting. In a recent published...
May 3, 2022
In today's episode Nicholas Olesen, CFP®, CPWA® shares why this 10% pullback in the stock market feels so much worse and that data that validates those feelings.
"How is the market only down 10%?" is a common question in recent conversations with investors and we believe it's a very fair feeling. Rather than just...
Why Does This Market Decline Feels So Much Worse?
May 3, 2022
In today's episode Nicholas Olesen, CFP®, CPWA® shares why this 10% pullback in the stock market feels so much worse and that data that validates those feelings.
"How is the market only down 10%?" is a common question in recent conversations with investors and we believe it's a very fair feeling. Rather than just...