Financial News

Sharing Your Money Values Can Be Part of Your Legacy

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down together isn’t easy, because money is a complicated and emotionally charged topic. Rather than risk conflict, your family may prefer to avoid talking about it altogether. If…

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Five Investment Tasks to Tackle by Year End

Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these five year-end investment tasks. 1. Evaluate Your Investment…

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Koss Olinger Welcomes Hartley Carlson

When did you start at Koss Olinger and what is your role?​ August 10, 2020 and I am an Operations Analyst. Where did you grow up?​ Gainesville, Florida Do you have any pets? If yes, please tell us about them.​ I have an 11 year old beagle named Toby (full name Tobias Victor Carlson) who…

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