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Lyons Wealth, Sr. Director of Trading & Derivatives Strategies, Corey Roun Quoted by Emily Hicks Law PLLC

Corey Roun with Lyons Wealth says, "The big hurdle is there is nobody to call to recover passwords, keys, and locations of digital assets, making pre-planning more critical than ever before in estate planning."

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Lyons Wealth, CEO, Sander Read Quoted by Wall Street Journal

Tax-Loss Harvest

Focusing on tax-loss harvesting in the fourth quarter is often done for practical reasons, according to Sander Read, chief executive of Lyons Wealth Management in Winter Park, Fla.

That said, volatility can make tax-loss harvesting a year-round opportunity. "Every day is an opportunity to harvest losses," Lee says, especially since losses can always be carried forward.

Lyons Wealth, CEO, Sander Read Quoted by Wall Street Journal

The Fed raised short-term interest rates by 0.25% on Wednesday, the latest in a rapid series of increases that have brought rates from zero in early 2022 to a target range of 5.25% to 5.5% now.

However, Wall Street believes this will likely be the last rate increase for now and expects the Fed to start cutting rates early next year.

Lyons Wealth, CEO, Sander Read Quoted by Wall Street Journal

Fed officials have hinted they are likely to raise interest rates by 0.25% on Wednesday, the latest in a 15-month-long series of hikes that has rewarded savers with the highest yields in many years.

Lyons Launches Lyons CoinDesk Large Cap Select Index SMA

Lyons Wealth Management, a recognized top-ranking Wealth Advisor, Asset Manager and Portfolio Manager with a proven track record of launching multiple award-winning portfolio strategies.

Award-Winning Wealth Advisor Confident about Clients Investing in Crypto

Lyons Wealth Management, a recognized top-ranking wealth advisor and portfolio manager with a proven track record of launching award-winning portfolio strategies.