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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. “As you get into fall, you’ll have a sense of what your wins were and what your losses were and you can look for opportunities.”

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. “A loss incurred in January is just as good as a loss realized in December.”

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. The federal-funds rate hasn’t been this high in 22 years.

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. That means that it could become a lot harder to find savings accounts and certificates of deposit paying the most attractive rates. “I think we’ve already broken past the peak,” says Sander Read, a financial advisor in Winter Park, Fla.

Lyons Wealth, Sr. Director of Trading & Derivatives Strategies, Corey Roun Quoted by Wall Street Journal

Cryptocurrency has changed the nature of what can be considered an asset, and that’s affected estate planning, too, the process of allocating your assets to your heirs on your death. Experts say that while crypto hasn’t changed the principles of estate planning – after all, you still want to distribute your assets as you like – it has increased the complexity of the pre-planning process. “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,” says Corey Roun, senior director of trading and derivative strategies, Lyons Wealth Management.

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. At the same time, the central bank is expected to pivot to rate cuts soon, perhaps even later this year.

That means opportunities could soon become harder for savers to find. “I don’t think rates are going to stay this high,” says Sander Read, an investment advisor in Winter Park, Fla. “I wouldn’t wait to lock them in.”

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, today announced the availability of the first large-cap crypto index on their platform.

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, today announced the launch of its first digit asset offering, self-directed accounts that seek to track the CoinDesk Large Cap Select Index (DLCS).



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