Monthly Archives: September 2024

25 09, 2024

Derivative Basics

By |2024-09-24T13:51:44-07:00September 25th, 2024|Advisory|0 Comments

Derivative Basics A derivative is a financial contract. Its value is contingent on an underlying asset or group of assets. The price of a derivative will fluctuate with the value of the underlying asset. The underlying assets can include stocks, bonds, commodities, currencies, interest rates, and market indexes. They are often used to hedge [...]

13 09, 2024

Estate Planning for Blended Families

By |2024-09-13T13:09:05-07:00September 13th, 2024|Legal Documents|0 Comments

Estate Planning for Blended Families Blended families occur when people with children from previous relationships enter a relationship and start a new family unit. Sometimes this even includes children that result from the new relationship. Estate planning can be complicated in these situations. In this article, we will go over some of the basics [...]

4 09, 2024

Tax Advantages of Homeownership

By |2024-08-29T13:02:10-07:00September 4th, 2024|Tax|0 Comments

Tax Advantages of Homeownership When you rent there are no tax breaks available to you. However, if you purchase a townhome, condo, apartment, or single-family home there are tax deductions available to you. In this article, we will go over four of the tax advantages of homeownership. Credit Verses Deduction Tax credits are subtracted [...]

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