News & Events
It’s More Than a Game. Why the Valspar Championship’s True Victory is in Our Community
When the PGA Tour comes to Tampa for the Valspar Championship, the energy is electric. But the real story extends beyond the competition on the green—it’s about the powerful wave of generosity that lifts our entire community. At Waller & Wax, community involvement...
JON WAX NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
[TAMPA, Fla.] – Jon Wax, president and chief executive officer of Waller & Wax, located at 3010 West Azeele Street, Suite 120,Tampa, Fla., was among the Raymond James-affiliated advisors named to the Forbes list of Best-in-State Wealth Advisors. The list, which...
Waller & Wax Exclusive Webinar on Key Updates and Changes
https://youtu.be/TmtpIK6DP84 During this exclusive webinar recorded on Wednesday, January 31st, 2024, we covered various topics including the general 2023 year-end wrap-up, 2024 outlook, closing out the Waller & Wax Advisors...
What is the Difference Between Capital Gains and Rental Income
Investing in real estate is one of the most popular and effective ways to build wealth and generate income streams. Two common ways to make money in real estate are through capital gains and rental income. While both can be lucrative, they are fundamentally different...
What is An Exchange-traded Fund
Investors looking for a diversified portfolio that is easy to manage often turn to exchange-traded funds (ETFs). An ETF is an investment vehicle that combines the diversification of a mutual fund with the flexibility of a stock. Here is how it works. What is an ETF? ...
What is a Defined Benefit Plan
Many people when planning for retirement will have some type of retirement account sponsored by their employer as a part of their comprehensive retirement planning strategy. When it comes to retirement planning, there are two main types of employer-sponsored...
Types of Mutual Funds for Investors
Mutual funds are a popular investment vehicle that pools money from many investors to buy a portfolio of stocks, bonds, or other assets. This diversification can help reduce risk and provide exposure to a wide range of investments. There are several different types...
How Do Property Tax Deductions Work
Property taxes are a significant expense for homeowners, but fortunately, the Internal Revenue Service (IRS) offers property tax deductions that can help reduce the amount of overall taxes property owners have to pay. Here is a look at how property tax deductions...
Are There Financial Benefits for Military Service Members
Military service members face unique challenges in their lives, including financial challenges. However, there are also many financial benefits available to military members that can help them protect their future and secure their finances. The following are some of...
What Are Different Measures of Inflation
Inflation refers to the general increase in prices of goods and services over time. It is an important economic concept that affects all aspects of our daily lives, from the cost of groceries to the price of gas. As such, measuring inflation is crucial for...
Impactful Wealth Management
Experience what sets Waller & Wax apart, advocacy and care beyond standard process.