Courier Capital

As spring arrives, it’s a great time to assess your financial affairs. Consider evaluating your current investment portfolio, consolidating accounts and revisiting your retirement plans. Courier Capital is here to provide you with personalized guidance to help position you for future growth. Connect with us to learn how we can support you: https://lnkd.in/ejye8jW5.

By truly listening to your aspirations and concerns, our Courier Capital team develops financial strategies that align with what matters most to you. Meet with a Courier Capital adviser today: https://lnkd.in/ejye8jW5

Our Courier Capital team crafts financial solutions focused in three core areas – comprehensive Wealth Management, specialized Institutional Management and Advisory, and Retirement Services. If you’re looking to optimize your portfolio performance, enhance your institutional strategy or secure a customized retirement plan, we offer the expertise, resources and technology needed to help you achieve your unique goals. Start planning your financial future by connecting with us today: https://lnkd.in/ejye8jW5.

In celebration of International Women’s Day, we are honored to spotlight two of our senior leaders, Rebecca Westervelt and Heather Wisinski. Their strategic vision and expertise not only help shape Courier Capital, but also enhance the personalized, high-caliber service that our clients expect. Today, we are proud to celebrate their achievements and the impact they continue to make in the investment services industry. #IWD2025 #CourierCapital

In today’s markets, asset allocation remains one of the most crucial decisions in the wealth planning process. The right mix of assets can help provide both stability and opportunity over time. By balancing risk and reward in line with your long-term objectives, our Courier Capital advisers work with you to thoughtfully spread investments across equities, fixed income, alternative assets and niche opportunities. Let’s start building your asset allocation framework today – reach out to Courier Capital: https://lnkd.in/ejye8jW5

The pace of change with the new administration has been rapid, even if the direction isn’t completely settled just yet. February saw the rise of the waiting game.?Recently the economy and markets moved on inflation and interest rates but that has taken a back seat to policy. The volatility we are seeing in financial markets is due to conflicting and shifting direction with several issues. We are waiting to see what the eventual tariff strategy will be with our trading allies.?We wait to see about the settlement of the war in Ukraine. We wait to see the direction of inflation and any impact from tariffs and interest rates. Market volatility may be around for a while until each of these become clearer. Written by: Steven Gattuso CFA,CFP?,CMA

No matter your age, a well-crafted and personalized financial plan is the cornerstone of a successful financial future. Whether you’re beginning your first career, expanding your assets or preparing for retirement, our advisers at Courier Capital design strategies that meet your unique needs. Get in touch with us today: https://lnkd.in/ejye8jW5

Every dollar that’s saved on taxes can be a dollar that remains invested. As tax season approaches, it’s the perfect time to review how tax efficiency can help you reach your financial goals. Here are three reasons why tax efficiency should be part of your financial strategy: 1. Compounding Growth: Minimizing taxes on your investments allows more of your money to stay invested, which allows your wealth to grow over time 2. Smart Asset Placement: Placing investments in the right accounts, such as taxable, tax-deferred, or tax-free accounts, can help reduce the taxes you pay on growth and income 3. Strategic Timing: Thoughtful planning on when to sell investments or take withdrawals can help you reduce your tax liability Connect with us to learn how a tax-efficient financial plan can benefit you: https://lnkd.in/ejye8jW5

For decades, our commitment has been rooted in trust. At Courier Capital, we empower our clients to make confident decisions that reflect their values and aspirations. We listen to your needs, understand your story and provide meaningful financial advice to help you turn your dreams into milestones. Learn more about Courier Capital and connect with us by visiting: CourierCapital.com

Today, we reflect on the leadership and legacy of our nation’s leaders, who have played a significant role in shaping our country. Please note, all Courier Capital offices are closed today, February 17, 2025, in observance of Presidents' Day.