Position Wealth

10/16/2026

Not every investment loss has to be a setback.

Tax-loss harvesting is a strategy that may help reduce your tax bill by using investment losses to offset gains—all while keeping your long-term financial plan in focus. Understanding when and how to use this approach can make a meaningful difference.

Let’s face it: No one likes paying taxes. But there is a way to help alleviate your tax bill with a strategy called Tax Loss Harvesting. In our experience, this strategy is underutilized by both individual investors and financial advisors alike. It only works for after-tax investments,...

10/12/2026

National Savings Day reminds us that saving is about more than the amount. It’s about creating good habits and giving yourself more choices for the future.

10/08/2026

What does financial planning actually involve? It can include everything from cash flow and investments to retirement, taxes, education funding and estate planning. Financial Planning Month is an opportunity to look at how these pieces can work together. Visit our website to learn more about our comprehensive approach to financial planning.

You're going to have questions. We're here for all of it. Take a look at our wealth management services and find the right one for you.

10/05/2026

: “The world ages us too fast. We grow up too quickly, we stop dreaming too early, and we develop the ability to worry at far too young an age.” –Doug Wecker

09/30/2026

Strong time management can make your days more productive and less stressful. This article breaks down practical strategies you can start using right away. Check it out!

Manage your time to reduce stress, raise productivity, and increase well-being with these tips.

09/25/2026

AI is a powerful tool—but it shouldn't replace personalized financial advice.

From tracking spending to building a budget, AI can help you stay organized. But when it comes to making important financial decisions, nothing replaces guidance from someone who understands your goals, values, and unique situation.

Read our latest newsletter to learn where AI fits into your financial life—and where human advice still matters most.

Artificial intelligence can write emails, plan vacations, summarize meetings, and create a recipe for homemade marinara that you’ll probably never make.

09/24/2026

Life after divorce often comes with important financial decisions. From updating beneficiaries to revisiting your retirement plan and estate documents, taking the right steps now can help you move forward with greater confidence.

Separating finances after divorce

09/21/2026

September is College Savings Month, making it a good time to better understand one of the tools families may use to prepare for future education expenses. This article explains how 529 plans work, including how they’re funded, how the money can be used, and some of the key rules to understand.

It’s never too early to start saving for college on behalf of a child, grandchild, or other loved one.

09/19/2026

Today, we’re celebrating SEVEN years of Position Wealth!

What a journey it has been, from the clients who have trusted us along the way to the relationships that make what we do so meaningful. Seven years has brought growth, new opportunities, countless conversations, and so many people who have become an important part of our story.

We’re incredibly grateful for everyone who has been part of this journey and excited for what’s ahead!

09/14/2026

: "If you are not willing to risk the usual, you will have to settle for the ordinary." –Jim Rohn