As Yom Kippur begins tomorrow, OFG wishes our Jewish friends, colleagues, clients, and neighbors a meaningful observance.
As a local business, we want to encourage and support fellow local businesses. #OFGsupportslocal #communitystrong
It's the last full week of The Great Cycle Challenge-- take a look at our team page https://greatcyclechallenge.com/Teams/OrchardFinancialGroupFriends
Today is the first day of fall-- do you fall into any financial habits during this season? We find ourselves thinking about holiday giving, end of year tax planning, and reviewing our goals for the year.
On behalf of all of us at Orchard Financial Group, sending warm wishes to you and yours.
Do you know how you are progressing towards achieving your goals? We can help you work towards a variety of goals and track the progress you’re making. All of our advisors are ready to virtually meet to walk through our collaborative tool.
Are you a pilot that has been furloughed? Would you like to know if you are ready to retire? Take a look to learn more- https://bit.ly/31a2q5J
When there’s uncertainty in the market, OFG can help you make the next right move.
Did you know, our team can help you review the benefits offered through your employer? We offer consultation for clients as well as their kids entering the workforce. Let's talk if this is something you want to plan for.
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? We can work with your tax professional and evaluate your strategies.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
The presidential election – and the policies of the two main party candidates – can have lasting implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observation on the current environment.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
It's Election Day! Remember to stay safe and be counted. #vote #electionday
Some things may feel and look different election day tomorrow, but one thing remains the same: the importance of exercising your right to vote. #VOTE #VoteResponsibly
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community.
TIME.COM
Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
While we may be at a safe social distance, we can still share some wonderful memories from this spooky holiday. Take a look at Claudine's kids enjoying the fall weather- what was your favorite costume growing up?
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Wishing you all a wonderful weekend- enjoy the haunts and spooks but remember to stay safe!
Wishing you a wonderful New Year! #NewYear #NewYearsEve
What are you hoping for in 2021?
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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Merry Christmas from your friends at Orchard Financial Group
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
OFG wants to hear from you- with only a few more days until the holidays, where are your favorite places to shop?
