Financial News
September 2019 IAC Video
Please watch the video below for the September 2019 Investment Advisory Committee (IAC) update from IAC chair, Will Olinger.
Read MoreTen Questions with Sophia Brucker
Earlier this year we welcomed Sophia Brucker to the Koss Olinger team. Sophia has been a great addition to the support team, assisting Kirk and WJ while also helping in other areas as needed. We are grateful to have Sophia on the team and are appreciative of her positive attitude and contributions each day. …
Read MoreKey Estate Planning Documents You Need
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directives, a will, and a…
Read MoreAugust 2019 Market Review
To download the August 2019 market review please click here.
Read MoreWhat Are The Warning Signs Of Financial Scams Targeting Older People?
If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you’re not alone. According to the Senate Special Committee on Aging, older Americans lose an estimated $2.9 billion annually to fraud and exploitation, a number that is probably substantially underreported. 1 Most scams…
Read MoreKoss Olinger Gives Blood
Recently a number of our team members lent their support (and their arms!) to Lifesouth Community Blood Centers. We are so pleased to support Lifesouth and the amazing work they do in our North Central Florida community. For more information on Lifesouth and to learn how you can support their life saving work please click…
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