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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 RIA, office move, and future location...
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...
Keys to Developing a Successful Wealth Plan
Developing a successful wealth plan is a crucial step toward achieving financial stability and achieving long-term financial goals. A wealth plan is a comprehensive strategy that outlines the steps that you need to take to build and protect your wealth over time. It...
Investment Strategies for Young Professionals
As a young professional, investing can be a daunting task. You might not have a lot of money to spare, or you might be unsure where to start. However, with the right investment strategies, you can set yourself up for long-term financial success. The following are some...
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