Nicholas Olesen CFP®, CPWA®

@NicholasOlesen

Dad to 3 | Dir of Private Wealth | Fan | Alum

Philadelphia + nolesen@kathmere.com + (610) 989-3900
Vrijeme pridruživanja: lipanj 2011.

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    26. stu 2019.

    In this commentary, we provide a brief overview of the options usually presented in such situations, and demonstrate why there isn’t always a definitive answer as to the best choice.

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    Financial planning is underrated because you can counteract disappointing returns with good savings easier than you can poor savings with good returns.

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  3. My latest: Should you take the annuity or lump sum? This is a VERY important and very personal decision. I run through benefits and risks and who I have seen different options make sense for.

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    11. stu 2019.

    Kathmere Capital Management thanks all those who have and are currently serving our country. We are so thankful for your bravery, courage and sacrifices.

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    One of the best live performances I’ve seen in years: cagetheelephant at acltv (Austin ...

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  6. Thank you for sharing our exciting next step!

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  9. 100% spot on. I wish this was covered more, as it’s WAY more important than fees for most investors.

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  10. This is why we have a dedicated expert on our team to oversee the retirement plans we work with. You need to have the skill and expertise in that field. Thanks for including my thoughts in the article.

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  11. Another great article by . This one is focused on how much 401(k) and retirement plan services and options have changed, in a good way. But with that comes a need for more expertise when designing plans and working with 401(k) plans.

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    Wow!! Thank you all for helping us fight childhood cancer, one cup at a time! Your support is going to help make a big difference in the lives of kids fighting cancer! 🍋🎗

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  13. proslijedio/la je Tweet
    22. kol 2019.

    Thank you to everyone who has donated to our lemonade stand so far! The Kathmere kids are here serving up lemonade and treats until 2:00pm!

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  15. We have some great helpers today at our fundraiser! Come by and get some lemonade and treats!

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  16. So proud of our firm and team! We raised over $35,000 last year. Let’s see what we can do this time!

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  17. Crazy stat. Shows just how hard it is to hold onto things and get the long-term returns.

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  18. proslijedio/la je Tweet
    14. kol 2019.

    In this commentary, we share our thoughts on a selection of high-level factors that anyone thinking about refinancing ought to bear in mind.

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  19. 6. Do you know how often the pullbacks of 10% have gotten to 20% down? Just 14% of the time. So, 10% pullbacks are VERY common but don’t mean the big crash is coming. 7. Recessions do not mean markets are going to decline 50%. Usually it is a 32% decline. Still bad but not 50%

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  20. 5. The question EVERYONE should be asking is NOT about recession, it’s how much risk are you taking on and is that right? You have your own goals and cash requirements. Do not let headlines throw off that plan. Yes, pay attention and allocate smart but don’t overreact. ...

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