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Community Foundation of Sarasota County Welcomes Laura Mattia, Ph.D. as New Board Member

The Community Foundation of Sarasota County has appointed a new member to its 2022-2023 Board of Directors, which governs the organization, its charitable investments, and strategic decision-making.

Joining the board for a three-year term is Dr. Laura Mattia, who is currently a member of the Foundation’s Investment Committee. With credentials both in academia and business, Dr. Mattia brings a wealth of expertise to the board.

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Tax Loss harvesting – Pros and Cons

Harvesting losses seems like an automatic thing to do in a year where most asset classes decline in value. Like anything else, though, it makes sense for some, but it is not a great idea for others. Even for those for whom it does make sense, the advantages are limited and only begin to benefit you once you have gains to offset the losses. For some people, surprisingly, capturing GAINS is a good strategy!

Laura Mattia of Atlas Fiduciary Financial on Million Dollar Roundtable Podcast

Million Dollar Roundtable: How You Can Financially Empower Widows

The death of a spouse has been proven to be the most stressful life event one can experience. Widowhood is such an intense, transitional experience that widows need strong support. Laura Mattia, Ph.D., CFP joins the Million Dollar Roundtable monthly podcast to explain how a trusted advisor can be the most important support during this difficult time.

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Rethinking65: Building a Portfolio for the Long Term

Constructing portfolios with less downside capture is critical to building long-term wealth, says this advisor and former NAPFA chair.

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Looking Into Your Crystal Ball, Is It Time To Sell Yet? (Video Included)

A prediction about an uncertain future is just an opinion and should not determine anyone’s investment decision. Many people learn this the hard way. Markets have always rewarded discipline – having an investment philosophy, a strategy to manage risk and sticking to it is the surest way to reap success when investing.

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The Bond Market, Current Status, Interest Rates and The Federal Reserve (Video Included)

Laura and Steve interview Jason Stuck from Northern Capital an expert on bonds.

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