Categories
Learn

First Quarter 2022 – Quarterly Letter

Categories
News

Albion CIO on KPCW with Partner Doug Wells

“…With the invasion of Ukraine, the disruption of the distribution of natural resources and food supply caused by that, and other supply chain factors. How should we look at the stock market, investing, and saving during this time?“ Find out by listening to Albion Partner, Doug Wells‘s interview with Albion Partner and CIO Jason Ware. […]

Categories
Learn

Harvesting Cryptocurrency Losses

By Patrick Lundergan, CFP® As we near the end of another good year for domestic equities, many investors find themselves facing substantial capital gains taxes. Generally, if you wish to minimize capital gains tax, you should sell securities with a loss to offset those gains – doing this strategically is called tax-loss harvesting. A potential […]

Categories
Learn

Highlights from the American Families Tax Proposal