Investments
What are the new rules about how real estate agents get paid?
What are the new rules about how real estate agents get paid? While both buyers and sellers typically use real estate agents, traditionally, only sellers have paid their agents directly. New commission-related rules went into effect in August which changed how agents can earn commission. To get a handle on these rules and what effect…
Read MoreWill higher taxes hurt stocks?
Will higher taxes hurt stocks? The proposal to raise taxes in some capacity arises in every election. Candidates for the White House are typically the most vocal about what changes they would make to the tax code if elected. It is important to remember that regardless of who wins the presidency, the president does not…
Read MoreThe election and your investments
The election and your investments The season many in our county dread is upon us. Even though most often no damage will occur, it’s hard to stop ourselves from wondering if this will be one of those times when our lives will be altered by outside forces. We’re not talking about hurricane season – although…
Read MoreMost Common Investing Mistakes
Most Common Investing Mistakes A recent conversation with the son of a client and a new college graduate prompted a question we decided to pose to all our advisors. We asked Charlie Fitzgerald, Ron Tamayo, Derrick Chandler, Mike Salmon, Tommy Lucas, Ryan Osborne, DJ Hunt, and Brad Brescia, all CFP® professionals, “What are the most…
Read MoreHow can I get my tax information to my preparer securely?
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a professional to prepare your taxes, they may have reached out to request your tax information and documents. Your most personal data is on these forms and might include your name, your…
Read MoreDo spikes in the national debt cause market crashes?
Do spikes in the national debt cause market crashes? It’s an election year. Hang on to your hats! Every four years, we hear from both sides of the aisle about the terrible things that are sure to happen to us and to our country if the candidate from the other party wins the Presidency.…
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