Tag: albion financial group

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First Quarter 2022 – Quarterly Letter

Post author By Albion Financial
Post date April 27, 2022

Tags albion financial group, fiduciary, inflation, interest, investing, investment management, markets, quarterly letter, registered investment advisor, ria, supply chains, ukraine, wealth management

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Albion CIO on KPCW with Partner Doug Wells

Post author By David Clark
Post date April 12, 2022

“…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. […]

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Harvesting Cryptocurrency Losses

Post author By Patrick Lundergan
Post date December 15, 2021

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 […]