Mar 20, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® and Nicholas Ryder, CFA® talk about the latest topic to take over financial media and investors mind, rising interest rates. We have received many questions from both clients and listeners on what the "drastic" rise in interest rates could mean for stocks, so we cover...
Mar 4, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® shares some great strategies to help reduce your taxes through direct stock contributions to charities. The team at Kathmere has found this, along with Donor Advised Funds, to be some of the best ways to maximize your tax benefit from charitable donations.
- The...