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News & Updates

01/25/2023

Check out our upcoming presentations

We are offering two presentations on what we might expect for the coming year. 

Click on the Upcoming Events tab to learn more. 

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01/20/2023

January Update

January

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12/31/2022

Alluvial Named Community Champion of the Year

Award

Alluvial Private Wealth has been named 2022 COMMUNITY CHAMPION OF THE YEAR in recognition of their extensive involvement and philanthropic support of organizations dedicated to improving the wellbeing of the community. This award was given by Sanctuary Wealth, which serves as Registered Investment Advisor for Alluvial and 81 other independent investment firms across the country. 

In addition to recognizing Alluvial’s nonprofit support, Sanctuary Chief Growth Officer Michael Longley recognized Alluvial President Lars Olson’s commitment to promoting the benefits of Opportunity Zones as an economic tool for spurring economic and job growth in areas in need.  Alluvial selected such a zone in downtown Marion when they established as an independent financial management firm in January 2021.

The award was given at Sanctuary’s recent national conference held in Las Vegas for their affiliated firms.

learn more by reading the article Alluvial Named Community Champion of the Year

12/09/2022

2023 - The Bull Saunters Back

Year end update

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11/03/2022

Chief Investment Strategist November Update

November update

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10/13/2022

September Chartbook

September Chartbook

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07/07/2022

CIO Midyear Report

Midyear

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06/17/2022

May 2022 Chart Book

May Chart Book

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05/19/2022

Q&A with Shark Tank's Mr. Wonderful Kevin O'Leary and Lars Olson from May 2021

A 45-minute interview with Alluvial President, Lars Olson and Kevin O'Leary of O'Shares ETF and SharkTank!

Kevin and Lars

learn more by reading the article Q&A with Shark Tank's Mr. Wonderful Kevin O'Leary and Lars Olson from May 2021

05/03/2022

May CIO Report

CIO Report May

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04/28/2022

Lisa Bush Interview with Financial Advisor IQ

Alluvial’s Lisa Bush was recently interviewed by Financial Advisor IQ, a leading print and online industry news service which highlights best practices from top FAs around the country.  She spoke on Environmental, Social and Governance (ESG) investing.  ESG is an approach that allows investors to align their investments with concepts important to them.  For example, those who are concerned about climate change can invest in environmentally friendly companies. Lisa is very well-versed on the topic and always happy to share her knowledge.  

Watch the interview: HERE

new

learn more by reading the article Lisa Bush Interview with Financial Advisor IQ

02/08/2022

Alluvial Celebrates First Anniversary By Giving Back To The Community

In gratitude for the overwhelming support we have received in our first year, we are excited to pay-it-forward by sponsoring The Forge educational program and competition to help other small businesses succeed! 

Forge Sponsorship

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01/12/2022

Alluvial: Don't Leave Goals to Chance

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12/29/2021

Proud To Support Our Communities

We, at Alluvial Private Wealth, are committed to making a difference in the lives of our clients and the communities in which we live and serve. That’s why we are proud supporters of important community initiatives and non-profit organizations.

Here’s to those we supported in 2021 and looking forward to the impact we can make in 2022!

community support

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12/09/2021

Year End Tips and Considerations

year end

Here's an overview of some year end financial matters you might want to consider.

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01/12/2021

Ohio Team Joins Sanctuary After Merrill Closes Branch Office

The former Merrill Lynch team, led by advisor Lars Olson, wanted to stay in Marion, Ohio, to be part of the town’s revitalization, so they decided to go independent with Sanctuary Wealth

learn more by reading the article Ohio Team Joins Sanctuary After Merrill Closes Branch Office

01/11/2021

Sanctuary Wealth Welcomes Alluvial Private Wealth

First Ohio team helps Sanctuary begin year with an additional $435 Million in Assets Under Management

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Upcoming Events

01/25/2023

The Year Ahead Presentation in Marion

UPDATE  UPDATE  UPDATE  UPDATE

Due to the winter storm predicted for Wednesday, January 25th this presentation has been postponed to 

Thursday, February 2 


Join us for a casual gather as Lars Olson shares insights on the outlook for the year.  

The Year Ahead - 2023

Thursday, February 2  at 4 p.m.

Amato's Woodfired Pizza - side room 
143 W. Center St.
Marion, OH 43302

Arrive early and/or stay late for lots of appetizers and assorted beverages.

CLICK TO REGISTER

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01/26/2023

The Year Ahead - Virtual Presenation

Join us for a Virtual Presentation as Lars Olson shares insights what we might expect this year. 

The Year Ahead - 2023

Thurday, January 26 - 2 p.m. (ET)

Click to Register

A link will be join the webinar will be sent to you the week of the presentation.

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Alluvial Blogs

12/08/2022

Investing is Like Driving a Car: There’s a Reason the Windshield is Bigger Than the Rearview Mirror. In choosing Investments, Focus More on What’s Ahead Than on Past Performance.

Investing is like driving a car: there’s a reason the windshield is bigger than the rearview mirror. In choosing investments, focus more on what’s ahead than on past performance.

learn more by reading the article Investing is Like Driving a Car: There’s a Reason the Windshield is Bigger Than the Rearview Mirror. In choosing Investments, Focus More on What’s Ahead Than on Past Performance.

11/01/2022

Inflation Can Greatly Reduce Your Purchasing Power Over Time. If You Paid More For Your Last Car Than Your First House, Then You Know The Power of Inflation.

Inflation can greatly reduce your purchasing power over time.

learn more by reading the article Inflation Can Greatly Reduce Your Purchasing Power Over Time. If You Paid More For Your Last Car Than Your First House, Then You Know The Power of Inflation.

10/01/2022

Asset Location Can Be Almost As Important As Asset Allocation

Asset Location Can Be Almost As Important As Asset Allocation

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09/01/2022

Seed of Inspiration #2 - Is Your Portfolio Properly Diversified? It Should Zig AND Zag

Is Your Portfolio Properly Diversified? It Should Zig AND Zag

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08/01/2022

When You Have a Dedicated Emergency Fund, Unplanned Expenses Don't Have to Feel Like Emergencies

When you have a dedicated emergency fund, unplanned expenses don’t have to feel like emergencies.

learn more by reading the article When You Have a Dedicated Emergency Fund, Unplanned Expenses Don't Have to Feel Like Emergencies

07/13/2022

Midyear overview

Lars Olson shares perspect on the economy with this mid-year overview

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06/01/2022

Plan Your Retirement Like It’s the Most Important Vacation of Your Life

Plan Your Retirement Like It’s the Most Important Vacation of Your Life

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05/02/2022

Q&A with Shark Tank's Mr. Wonderful Kevin O'Leary and Lars Olson

Interview with Lars Olson and Kevin O'Leary of O'Shares ETF and SharkTank

learn more by reading the article Q&A with Shark Tank's Mr. Wonderful Kevin O'Leary and Lars Olson

05/01/2022

5 Things You Can Do With An IRA That You Can't With a 401(k)

5 Things You Can Do With An Individual Retirement Account

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04/01/2022

Give Your Investments Time to Work. If Your Retirement Goal is 10 or 20 Years Away, Don’t Check Your Portfolio Three Times a Day.”

Give your investments time to work

learn more by reading the article Give Your Investments Time to Work. If Your Retirement Goal is 10 or 20 Years Away, Don’t Check Your Portfolio Three Times a Day.”

02/15/2022

Social Security 101

Retirement Essentials provided by representatives of the Social Security Administration

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Podcasts & Videos

01/17/2022

Social Security 101

Presented by representatives of the Social Security Administration

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09/16/2021

Medicare 101

Medicare 101 - an overview of Medicare Parts A and B, enrollment periods, rules for higher income beneficiaries, and Medicare prescription help for lower income beneficiaries.

learn more by reading the article Medicare 101