Luncheon - Cory Burnell

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How Financial Advisors Are Compensated

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The fees that investors pay to financial advisors for their advice and services come in two basic forms: transaction fees and ongoing fees. While advisors may differ in what fees they charge, they are required to fully disclose them. Transaction Fees These fees are generally one-time fees assessed at the time a transaction is made. Examples of transaction fees include: Commissions Paid on the purchase and sale of a stock.¹ Mark Ups / Mark Downs Occur when a broker-dealer sells or buys an investor a position that it owns. FINRA guidelines ensure the prices paid by investors are reasonably related to the market for the security.² Sales Loads The sales charge for buying a mutual fund. They may either be front-end (charged when you buy the fund) or back-end (charged when you sell the fund).  Mutual funds are sold only by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and othe...
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Six Most Overlooked Tax Deductions

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Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax bill. Reinvested Dividends : When your mutual fund pays you a dividend or capital gains distribution, that income is a taxable event (unless the fund is held in a tax-deferred account, like an IRA). If you’re like most fund owners, you reinvest these payments in additional shares of the fund. The tax trap lurks when you sell your mutual fund. If you fail to add the reinvested amounts back into the investment’s cost basis, it can result in double taxation of those dividends.² Mutual funds are sold only by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained...
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Cory Ryan Burnell Interviews Medicare Insurance Expert Laurel Jolliff

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A recent interview  with Medicare insurance expert Laurel Jolliff about important considerations regarding Medicare insurance coverage and the actions you should take each year to review it.  If you haven't reviewed your Medicare coverage in more than a year, or perhaps have never reviewed it with a professional broker, then you REALLY need to watch this interview.  It's quite likely you may save money or get better coverage, or both, if you do a little shopping with an informed professional. If you'd like to meet or speak with Laurel, she can be reached at 209-786-2021.  We hope you find this information helpful and useful! https://vimeo.com/487854932
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