Taxation of Investments

It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed? Is it ordinary income or a capital gain? To determine…

Money Market Funds In Low Rate Environments

After pushing interest rates gradually upward for three years, the Federal Reserve dropped the benchmark federal funds rate to near zero (0%–0.25%) in March 2020 to help mitigate the economic damage caused by COVID-19.1 The funds rate affects many short-term interest rates, including the rates on money market mutual funds, which were already low to…

Cayleigh Tomlinson Joins Koss Olinger

When did you start at Koss Olinger? January 2021 What is your role? Operations Analyst Do you have any pets? Yes! I have a golden retriever named Luna June (named after June Carter-Cash) and a fluffy black cat named Mitsy. Not to mention our 100+ cows! If you could have dinner with one famous person…

Quarter One 2021 Market Review

To download the quarter one market review click here.

Due Date Approaches for 2020 Federal Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2019 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to…

Team Spotlight: Brittney Olinger

When did you start at Koss Olinger? I started at Koss Olinger in August 2020. What is your role? I’m an Associate Advisor. Where did you grow up? Gainesville, Florida Do you have any pets? If yes, please tell us about them. No pets, unfortunately, but at least one dog is certainly in my future.…

Financial News