Financial News
October 2021 IAC Video
Company Stock and Your Retirement Strategy
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include stock options or bonuses paid in company stock. Shares may be offered at a discount through an employee stock purchase plan and held in a taxable account, or company stock…
Read MoreAugust 2021 Market Review
To download the August 2021 market review, click here.
Read MoreTeam Spotlight: Monica Anderson
When did you start at Koss Olinger? June 2021 What is your role at Koss Olinger? Marketing Specialist Where did you grow up? I was born in Hawaii but grew up in Tokyo, Japan. Do you have pets? If yes, tell us about them. My boyfriend and I have a hamster named Millie and a poodle named Graham!…
Read MoreJuly 2021 Market Review
To download the July 2021 market review, click here.
Read MoreTips for Managing an Inheritance
As the beneficiary of an inheritance, you are most likely to be faced with making many important decisions during an emotional time. Short of meeting any required tax or legal deadlines, don’t make any hasty decisions concerning your inheritance. Identify a Team of Trusted Professionals Tax laws and requirements can be complicated. Consult with professionals…
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