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  1. Home
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  3. May 2024

May 2024

More name changes. Securities America to Osaic Wealth

Submitted by Oram & Kaylor on May 21st, 2024

We just wanted to take a moment to explain another change headed your way. 

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Latest Blog Posts

Calm before the storm.....?

Submitted by Oram & Kaylor on May 15th, 2017

Trying to accurately predict the movement of the financial markets is akin to predicting the weather. No one really knows, and we have to wait to see what actually happens.

 

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DOW 20,000, now what?

Submitted by Oram & Kaylor on January 30th, 2017

Traders wore grins and commemorative hats Wednesday as the Dow Jones industrial average broke the 20,000 mark for the first time. The milestone reflects a growing economy. The private sector added 15.6 million jobs over the last 81 months; the Fed has begun increasing interest rates; and average wages grew 2.9 percent in December.

 

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Still Time for Certain Tax Moves

Submitted by Oram & Kaylor on January 16th, 2017

 

Even as you look at a fresh 2017 calendar, you may still be able to make one or two strategic tax moves for 2016. But they must be made by the national filing deadline, which falls on Tuesday, April 17, this year.

 

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  •   306 Laurel Mountain Road, Suite 104, Mammoth Lakes, CA 93546
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An investor should carefully consider the investment objectives, risks, charges and expenses before investing. The fund prospectus contains this and other information about the investment company. For a copy of the prospectus, please contact your advisor. Read the prospectus carefully before investing or sending money. past performance is not a guarantee of future results Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

Darin Kaylor

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