Client Christmas Event 2019
We enjoyed celebrating this holiday season together with you, our valued clients and friends. We participated in a short, informative financial session and enjoyed a delicious meal. Special guests Point […]
Category Archives: General
Client Christmas Event 2018
We enjoyed celebrating this holiday season together with you, our valued clients and friends. We participated in a short, informative financial session and enjoyed a delicious meal. Special guest Fernando […]
Client Christmas Event 2017
Thank you to everyone who joined us last Tuesday for our annual Client Christmas Event! We were blessed to enjoy your company, great food, and Christmas Blessings from Laura Story!
Is an ETF better than a Mutual Fund?
Exchange Traded Funds (ETFs) hold an advantage over mutual funds. ETFs are similar in that shareholders of both will pay any tax due on the income, dividends and short-term capital gains […]
What’s the difference between a fixed and variable annuity?
A fixed annuity is a contract offered by an insurance company that is much like a bank CD. You deposit a certain amount of money and the insurer agrees to […]
How are mutual funds taxed?
Whenever a mutual fund company passes earnings and other payouts to shareholders, they are known as a distribution. The tax treatment of these distributions varies depending on the type of […]
