2019 Quarter Two Market Review
Click here to download the 2019 quarter two market review.
Read MoreJune 2019 IAC Video
Please click here to watch the June 2019 Investment Advisory Committee’s video update from IAC chair, Will Olinger.
Read MoreNine Questions With Brandon Hord
Brandon Hord joined the Koss Olinger team officially last month. In his time as both an intern, and now as a full time team member, Brandon has provided support and contributions that help make Koss Olinger better each day. We are grateful to have Brandon on with us full time now and look forward to…
Read MoreCharitable Giving After Tax Reform
Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you’ll be affected by these changes while there’s still time to take action is important. Income tax benefit of charitable giving If you itemize deductions on your federal income tax…
Read MoreTim Roark Promoted to Partner
We are pleased to announce that Tim Roark, CFP® has been promoted to Partner. This promotion is an important career milestone by which we recognize his commitment to our firm, the community and the high performance that he has demonstrated throughout his career with us. Tim began his financial services career with us in 2011…
Read More“Super” Successful JA Bowl-a-Thon
Select members of the Koss Olinger team participated in Junior Achievement’s 2019 annual Bowl-A-Thon. It was a fun event with an even better cause! All funds benefited the student outreach programs for JA of Alachua.
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