Game, Set, Impact: Serving Children Through Tennis and Compassion

Game, Set, Impact: Serving Children Through Tennis and Compassion

The 32nd Annual Avila Charity Tennis Tournament brought together players, donors, volunteers, and community leaders for three days of spirited doubles competition and heartfelt philanthropy. This year’s event raised $240,000, adding to a proud legacy that has now...

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

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 RIA, office move, and future location outlook, as well as the...
What is the Difference Between Capital Gains and Rental Income

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

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? ...