Winter Message February 2018

Winter Message February 2018

Hope you are managing to stay warm this winter.

In case you missed these, the first item is an article where Diahann and other members of the CNBC Digital Financial Advisor Council share their views on the market sell-off. The next item is a video of Diahann’s appearance on InvestmentNews talking about the impact on financial planning as a result of changes in the tax bill. These are followed by links to financial articles in the media that include quotes from our advisors.

Advisors say stay the course amid market volatility
Kelli B. Grant, CNBC

Top changes in the tax bill that will affect financial planning

Are high-yield and emerging-markets bond funds worth the risk?
Donald Jay Korn, FinancialPlanning

'I feel guilty about this money': How politics is coloring how we're reacting to the market's rise and fall
Todd C. Frankel, The Washington Post

Freelance income and estimated taxes
Karin Price Mueller,

Robo Clients Were Left in the Lurch During Market Tumble
Alex Padalka, Financial Advisor IQ

What you can deduct for vacation home
Karin Price Mueller,

Tax plan and changes for business
Karin Price Mueller,

Income limits for the pension exclusion
Karin Price Mueller,

In what year is stock swap taxable?
Karin Price Mueller,

8 books to help you become wealthier in 2018
Lorie Konish, CNBC

Getting your adult child out of the house
Karin Price Mueller,

Home down payment vs. retirement money
Karin Price Mueller,

Why domestic partnership can help
Karin Price Mueller,

Mom never told Social Security dad died
Karin Price Mueller, articles where we were quoted are also posted on, the largest news website in New Jersey.

Please visit us at Lassus Wherley to see these and many other items that may be of interest to you under the What We Think tab.

As always, please let us know if you have any questions.




Deborah J. Rivosa, CFP®, CFA

Chief Compliance Officer

Director, Business Development



If you are a Lassus Wherley client, please remember to contact us if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or service (including the investments and/or investment strategies recommended or undertaken by Lassus Wherley), or any non-investment related service, made reference to directly or indirectly herein will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Lassus Wherley. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Lassus Wherley is not a law firm and no portion of the content herein should be construed as legal advice. A copy of the Lassus Wherley’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: Lassus Wherley does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lassus Wherley’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Share Us

Website Design For Financial Services Professionals | Copyright 2020 All rights reserved