Michelle Morey’s Post

Find out how the DOL's proposed changes to the definition of an investment advice fiduciary can affect participants. #DOL #fiduciary https://bit.ly/3tmFoK9

Find out how the DOL's proposed changes to the definition of an investment advice fiduciary can affect participants. #DOL #fiduciary https://lnkd.in/ewaVpP7J

The Investment Advice Fiduciary Regulation is Here. Here’s What You Need to Know: https://lnkd.in/gNzCrFrk

When making an investment, Atwood & McCall, PLLC helps to ensure that your money is handled properly so you can see the return you deserve 💸 Our team of experts navigates the legal steps so you can feel confident 🤝 Don't wait to reach out - give us a call today at 214.494.9916 https://lnkd.in/gnKmny86 #InvestmentSuccess #DallasLawyer #ExpertAdvice

Compare your taxable investment to a tax-deferred one. The results may surprise you.

District Court Blocks DOL Investment Advice Rule – For Now A federal court has issued a nationwide stay of U.S. Department of Labor regulations that would expand the definition of investment advice fiduciary under ERISA and impose additional requirements on investment advice fiduciaries who rely on prohibited transaction exemptions. Read more: https://lnkd.in/g4ucMEQD Edward Redder I Katie Burgess Kohn I Andy Davalla #DepartmentofLabor #DOL #Erisa #Investments #ThompsonHine

Looking for a way to align your investments with your personal values? Consider direct indexing, which allows you to customize your portfolio by excluding stocks that don't align with your beliefs. This provides more control over where your money is invested and can help lower tax bills through strategies like tax-loss harvesting. #investing #directindexing #taxadvantages https://lnkd.in/eYjvm2TP

With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having too much cash? We break down the pros and cons of investing in cash and how it can contribute to your overall investment strategy.

With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having too much cash? We break down the pros and cons of investing in cash and how it can contribute to your overall investment strategy.

With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having too much cash? We break down the pros and cons of investing in cash and how it can contribute to your overall investment strategy.