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| November 2008 - WFS Monthly Newsletter |
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We are offering a free no obligation statement review to clients, their friends and family. If you have investment accounts elsewhere, let us have a copy of your statement(s) and we will provide a free report. We will examine the account to determine whether there is more investment risk than necessary to reach your goals. We will determine how much you are paying in fees, expenses and commissions. We will assess whether your current asset mix is suitable to your goals. Furthermore, we will perform this service at no cost or obligation to you.
L10088982 (exp 1009) AZ,CA,DE,FL,GA, IN,IL,KY,MA,MD,ME,NC,NJ,NY,OH,PA, SC,TX,VA,WA,WI & WV
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Ten Gifting Traps You Should Avoid
Lifetime gifting can be a powerful estate planning tool. Transferring property during your life, instead of at your death, has many advantages. No matter what your reasons for starting a gifting program, there are a few gifting traps you should be aware of. |
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Stuart F Cameron, Branch Manager,Registered Principal, Investment Advisor Representative & Financial Planner
Securities and Investment Advisory Services offered by registered representatives & investment advisor representatives, respectively, of Walnut Street Securities, Inc. (WSS), a Registered Investment Advisor. (Member FINRA, SIPC) 13045 Tesson Ferry Road; St. Louis, MO 63128. Wharton Financial Services is not a subsidiary or control affiliate of WSS. Forefield, Inc. is not affiliated with Walnut Street Securities. Representatives of Walnut Street Securities do not provide tax or legal advice. To obtain such guidance, please consult your personal tax or legal advisor. This brochure is for informational purposes only. Clients should not rely on information as personalized investment advice. A Forefield Inc publication.
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