November 2023: Your Money Matters

Kristopher T. Olexy, CFP®, AIF®, CLU®

November 16, 2023

This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of home warranties.

If you have questions, don't hesitate to reach out to us for answers. Have a great day!

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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