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On Perspective

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4 min
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As a third-generation financial advisor, Tom Stadum carries on the tradition of his grandfather and father by delivering comprehensive financial plans, prudent investment strategies, and timely service.
December 17, 2022

Good Reads

Overheard

“You have to understand that from the family’s perspective, and especially from hers, there are ways of doing things”

– Prince Harry

A Suggestion
With just 9 trading days left in the year, go through your brokerage account one last time and review your unrealized / realized gains, as well as your capital gain distributions. There is still time for tax loss harvesting.

Flight Deal of the Week

Flights from where you are to Aruba are on sale.

Level Up

If you are reading this knowing you need to take your financial life to the next level. Please reach out. Simple as that.

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