Kathmere Capital Management

It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. This article provides 4 reasons to talk about money with your friends and family. https://ecs.page.link/hUveJ #wealthbuilding #moneytalk #letstalkmoney #finance

In a recent episode of A Wealth of Advice. Nicholas Olesen, CFP, CPWA shares one of the best tools for retirement savings, the Mega Backdoor IRA. The team at Kathmere has found this to be a unique and not well-known way to save into a Roth IRA even if you are over the income limit! #savemoneytips #financialindependence #financialplanner #investing

Join us next week as we host Tom Coyne, an award-winning and New York Times bestselling author, to talk about his many books on golf, travel, and life. His latest book, A Course Called America, follows Tom as he plays his way across all 50 states, searching for the great American golf course and is being released in May of 2021. Thursday, April 22nd at 7pm EST Register here: https://lnkd.in/e4sAQT9

How much you can comfortably take out of your accounts each year is unique to you and needs careful consideration. This article provides 4 factors you should consider finding your retirement withdrawal rate. https://ecs.page.link/DJ3tJ #retirement #finance

In a recent episode of A Wealth of Advice, Nicholas Olesen, CFP, CPWA, and Michael McDermott, CFP talk about how they each invest their own money and also why their firm, Kathmere Capital, manages models versus custom portfolios for their clients. #taxbenefit #givingtocharity #smartspending #savemoneymakemoney

The old saying that nothing is certain except death and taxes is only partly true. Read this article about some major tax changes happening in 2021. https://ecs.page.link/gQNjL #taxseason #financialservices

In our latest podcast episode, we talk about the latest topic to take over financial media and investors mind, rising interest rates. Tune in to learn about what the "drastic" rise in interest rates could mean for stocks. #moneypodcast #investing #welathbuilding #entrepreneur

NEW PODCAST: What Is a Mega Backdoor Roth IRA and Why It's Such A Great Option In today's episode our Director of Private Wealth, Nicholas Olesen, CFP, CPWA, shares one of the best tools for retirement savings, the Mega Backdoor IRA. The team at Kathmere has found this to be a unique and not well known way to save into a Roth IRA even if you are over the income limit. ... In this episode he covers: - How the Mega Backdoor Roth IRA contribution works - The biggest mistakes people make when trying to do it - How the pro rata rule can void the benefit of a traditional Roth IRA conversion - Flowchart we have used to help navigate the complexities of the Mega Backdoor Roth IRA contribution and also Roth IRA conversions Please send us feedback and any topic or questions you would like us to cover. bit.ly/3tcsaKE

The IRS said Wednesday it is delaying the April 15 tax filing deadline to May 17 giving taxpayers more time to prepare their filings amid the slew of pandemic-related tax changes. Read this article to find out more https://ecs.page.link/n2bGV #taxseason #taxplanning

Many families can receive up to $3,000 or $3,600 per child thanks to new changes to the child tax credit. Here’s how that affects your 2020 taxes. Read more at https://ecs.page.link/QWn6o #taxsavings #taxplanning

When planning for retirement, there are three areas families need to think about. This article mentions 3 risks that could possibly happen in retirement planning. Read more https://ecs.page.link/hMPkh #retirement #wealthbuilding

A two-time Australian Open champion and current holder of the Stonehaven Cup, Jones converted a three-shot third-round lead into his second win on the world’s most lucrative tour with a magnificent display of ball-striking at PGA National. Read more at https://ecs.page.link/yjikU #fortheloveofgolf #mattjonesgolf

In today’s new podcast episode, we discuss an overview of equity compensation and how to choose between options and RSUs. Tune into this episode to find out what equity compensation is and why it has become so popular! #equitycompesation #restrictedstockunits

The pandemic further increased urgency by forcing people to think pragmatically about whether their financial and legal affairs are in order. Read this article about how 2021 could be the year of estate planning. https://ecs.page.link/UVTGo #estateplanning #finance #smartmoney

NEW PODCAST: In today's episode Nicholas Olesen, CFP, CPWA wraps up our short podcast series on equity compensation, explaining how to view equity compensation in regard to your financial plan. - Start with your goals. - Review your balance sheet and allocation. - Wait as long as possible to exercise options, most of the time. -Understand exactly how the plan works. ... - Don't "let the tax tail wag the dog". https://bit.ly/3jo4ygr

ICYMI: We have begun a series on Equity Compensation, covering everything from the basics to hedging and tax strategies. Here are the two so far: Overview: https://bit.ly/33jfjfg Strategies: https://bit.ly/30WVbOr

Join us tomorrow, October 14th for a live webinar hosted by Kathmere Capital’s Chief Investment Officer, Nick Ryder, as he shares Kathmere's perspective on how investors should be thinking about navigating the potential impacts of the upcoming elections on global financial markets and investment portfolios. As in previous webinars, there will be quite a few charts and information shared during the webinar, so it is best to watch this webinar. Date: October 14th... Time: 11:00am Join via https://us02web.zoom.us/j/87671939587 If you do need to call in, please dial: (646) 558-8656 , Webinar ID: 876 7193 9587 Thank you, Kathmere Capital Management Team

NEW PODCAST: In today's episode Nicholas Olesen, CFP, CPWA, continues our short podcast series on equity compensation, covering what to do once you have received them or are about to receive them. During the episode Nicholas shares: -The main objectives of equity compensation... -How quickly investors can become concentrated in employer stock -What is a "cashless exercise" -Best way to diversify without creating a big tax bill -How to reduce the tax burden of equity compensation -What is an 83(b) election and when should you use it -How to use stock you own to exercise an option and then double up on that option -When to use Charitable Trusts -The best hedging strategies for different types of equity compensation -The benefit of a "zero premium collar" strategy Listen here and also see a few charts that help to explain the strategies: https://bit.ly/30WVbOr

Equity Compensation Overview - NEW Podcast Our Director of Private Wealth, Nicholas J.D. Olesen, CFP, CPWA, kicks off a short podcast series on equity compensation. These plans continue to become more and more popular in both private and public companies and therefore a very important part of compensation to understand. During the episode Nicholas shares:... -What is equity compensation? -Why has it become so popular? -The three main types of: stock options, employee stock purchase plans, and restricted stock -Difference between stock options (NQSO) and restricted stock (RSU) -How to decide, if given the choice, between NQSO and RSU If you receive any income via equity, this is a great way to learn more about them. If you happen to work at Johnson & Johnson, you are given a choice of how to receive your equity, so this is a key subject to understand. We appreciate any feedback or questions. Thank you! https://bit.ly/33jfjfg #options #RSU #equitycompensation #stockgrant

In a recent article for @MarketWatch , our Chief Investment Officer, Nicholas Ryder, shares insight into our portfolio design and recent defensive positioning. Check it out here: https://www.marketwatch.com//the-decades-hottest-investing

ICYMI: In a recent podcast Nicholas Olesen is joined by Dr. Christine Carter, an author, speaker, and coach, to talk about her research and practical advice on raising teens today. Christine's latest book The New Adolescence: Raising Happy and Successful Teens in an Age of Anxiety and Distraction offered great advice even before the pandemic but now even more relevant and timely. During the episode Nick and Christine discuss: -How parents can help teens process their feelings... -Why anxiety and depression have increased substantially in teens over the years -How to help teens gain self confidence and responsibility -Tips for avoiding being the "nagger in chief" -The structure and framework that helps reduce fights about screen time and social media -Modeling behavior that we want our kids to exemplify -Finding a happy balance of freedom and rules https://bit.ly/3jCjdVK

We just released another new podcast! In today's episode Nicholas Olesen is joined by Dr. Christine Carter , an author, speaker, and coach, to talk about her research and practical advice on raising teens today. Christine's latest book The New Adolescence: Raising Happy and Successful Teens in an Age of Anxiety and Distraction offered great advice even before the pandemic but now even more relevant and timely. During the episode Nick and Christine discuss:... -How parents can help teens process their feelings -Why anxiety and depression have increased substantially in teens over the years -How to help teens gain self confidence and responsibility -Tips for avoiding being the "nagger in chief" -The structure and framework that helps reduce fights about screen time and social media -Modeling behavior that we want our kids to exemplify -Finding a happy balance of freedom and rules https://bit.ly/3jCjdVK

New Podcast! In today's episode, Nicholas Ryder speaks with Ryan Kirlin of Alpha Architect. As the Head of Capital Markets and Sales for Alpha Architect, Ryan has a breadth of knowledge on how markets work and the things we, as investors, take for granted. In this episode Nicholas and Ryan dive deep into the benefits of using exchange traded funds (ETFs) for a portion of investment portfolios. Ryan shares the three biggest reasons he believes investors should use them: taxes, costs, and transparency. https://bit.ly/2QKczQO

NEW PODCAST! In today's episode Nicholas Olesen discusses the recent news about Tesla and Apple announcing stock splits. During the episode Nicholas shares:... - What is a stock split? - Why companies do stock splits? - The psychology of stock splits - That price doesn't really matter and thus stock splits don't either - Changes in technology and trading that minimize any benefit of stock splits Today’s episodee: https://bit.ly/2Y8tEId Subscribe on Apple: https://apple.co/2WQKsSM

NEW episode out today! We talk about: - Are the markets "too concentrated"? - Why isn't the stock market reflecting the economy today? - and much more... Apple: apple.co/2WQKsSM Google: bit.ly/35RWBuG Spotify: spoti.fi/2WpLlCx https://bit.ly/2WKaOqj

Join us in 2 minutes (10am EST) for our live webinar: Kathmere's 2Q 2020 Market and Economic Update https://us02web.zoom.us/j/86429003181