In the News

Interview: Getting On Track Financially



Interview: Recession Concerns



Interview: Federal Rate Cut and Capital One Data Breach



Interview: Smart Financial Steps to Take in 2019



Interview: Winning The Lottery



Interview: Trade Summit



Interview: Tariffs



Interview: Interest Rate Hike 



Interview: Market Rebound



Interview: Market Volatility



Interview: Tax Plan Impact



Interview: October 2017



Interview: Equifax Data Breach



Interview:  Rising Interest Rates



Interview:  College Savings



Interview:  Breaking Down POTUS Tax Plan



Interview:  Finances in the New Year



Interview:  The Market and the Election



Interview:  When to Use a Professional Tax Preparer



Interview:  What to Do if You Win the Lottery



The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and doe not assure a profit or protect against a loss.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial. 

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Source: J.P. Morgan Asset Management, College Planning Essentials. Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

Tariffs Interview Source: Dow Jones Newswires, Dow Jones & Company, Inc. 4/4/2018. Link: http://www.morningstar.com/news/dow-jones/TDJNDN_201804044341/us-stocks-on-course-for-steep-drop-on-china-tariffs.html