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? ...
What is a Defined Benefit Plan

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

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...