Blog Legal Mutual Funds 
Integrity Financial Planning
NOVEMBER 7, 2022
This strategy is when you sell stocks, mutual funds, exchange-traded funds (ETFs), and other investments carrying a loss to offset gains from other investments sold. If this might be the case for you, engaging in tax-loss harvesting may help you save on taxes in a sensible, legal way. What is Tax-Loss Harvesting?
Integrity Financial Planning
MARCH 19, 2023
If you have bank accounts covered by the FDIC of under $250,000 (or $500,000 for a jointly owned account with your spouse), your money is legally insured from a potential bank failure. If you use your bank’s brokerage service to buy mutual funds and the brokerage fails, you won’t be protected by federal deposit insurance.
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Sara Grillo
JUNE 24, 2024
I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Variable universal life (VUL=mutual funds) were/are illustrated using an 8%-12% CD-like ROR eternally. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. That is a mathematical impossibility.
Sara Grillo
NOVEMBER 8, 2022
Other additional fees that you can expect to incur, but that will not be paid to us in any part, may include: Trading fees Brokerage commissions Mutual funds and ETF expenses Custodial fees. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type.
Walkner Condon Financial Advisors
MARCH 15, 2023
We explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. Higher Net Fees….Better Better After-Tax Result? This material is intended for educational purposes only.
Diamond Consultants
SEPTEMBER 20, 2022
Is your firm aggressive and litigious in pursuing legal remedies for advisors who leave? Does the current book map over in terms of investments (SMA, UMA, mutual funds, alternatives, ETFs, etc.)? Your Current Employment Contract. Do you have garden leave or other post-employment restrictions? Investments and Lending Book.
Sara Grillo
NOVEMBER 14, 2022
For those of you who are new to my blog, my name is Sara. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. Gary Mettler is the “ Annuity Maestro ” and author of “Always Keep Your Hands Up” – The Immediate Annuity Story. Scott Salaske , CEO of Firstmetric.
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