This presentation contains forward-looking statements relating to the opportunities and the future performance of the U.S. market generally. Forward-looking statements may be identified using such words as; “believe,” “expect,” “should,” “potential” and other similar terms. Examples of forward-looking statements include estimates with respect to financial condition, and success or lack of success of any…

According to a 2024 survey, 60% of small businesses believe that cyberattacks are the biggest threat they currently face, and rightly so.1 When a data breach occurs, hackers gain access to the personally identifiable information of customers or other individuals, opening the door for identity theft and other financial crimes. Even small companies can be…

To download the January 2025 Market Review, click here.   

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2025. Estate, gift, and generation-skipping transfer tax The annual gift tax exclusion (and annual generation-skipping transfer tax exclusion) for 2025 is…

To read the 2024 Annual Market Review, click here.

When did you start at Koss Olinger? September 3rd, 2024 What is your role at Koss Olinger? Associate Advisor Where did you grow up? St. Augustine, FL Tell us about your family. My wife’s name is Kimberly, and together we have three wonderful daughters, ages 7, 5, and 2. What is something people would find…