Koss Olinger is honored to announce that InvestmentNews has selected our firm as an Excellence Awardee for two esteemed categories: RIA Team of the Year (10 Advisors or More) and Excellence in Philanthropy and Community Service. The RIA Team of the Year award honors the most outstanding advisory team or office with 10 staff or…

  We are proud to share that Kirk Klein has been named an Excellence Awardee for Advisor of the Year – Southeast Region, which is one of the highest accolades offered to an individual in the wealth management and financial planning industry. This award celebrates the exceptional performance of an advisor in the Southeast Region…

To read Will Olinger and Ben Doty’s article, “The Place for Cash: Reconsidering ‘Conservative’ in Liquidity and Risk-Based Portfolios After 2022,” in the Investments and Wealth Monitor, click here.

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In recent years, the family drama surrounding an aging media mogul — and his unresolved succession plans — have been at the center of a hit television show. For family businesses, succession plans are designed to ensure the orderly transfer of ownership and leadership to the next generation. But relationships among family members are sometimes…

To download the February 2024 Market Review, click here.