David Brunelle - North Pointe Wealth Management

Merry Christmas!
Wishing you peace, joy, and meaningful moments with those you love.
Please note that both the markets and our office are closed today, Wednesday, December 25, in observance of the holiday.

Year-End Giving Should Go Big or Spread it Out? Infographic One question that often emerges regarding charitable donations is: should you spread out donations throughout the year or give all at once? Discover more about both methods.

Let’s talk tax-loss harvesting. 📉💡
Sell underperforming assets to offset gains & reduce taxable income—without derailing your long-term plan.
✅ Offset capital gains
✅ Reduce up to $3K of ordinary income
✅ Stay invested smartly