Real relationships. You decide. World Trend Financial is both a registered investment advisory firm and an independent broker-dealer. What does that mean for you? It means you choose a relationship that makes you most comfortable.Learn More
As you move through your adult years, different areas take priority along the journey. At World Trend Financial, we tailor our services to what is important for the stage you are currently in, with an eye towards your future. What stage are you in today?Learn More
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The Department of Labor (DOL) published the fiduciary rule for retirement accounts on April 8, 2016. However, President Trump issued a Presidential Memorandum directing the DOL to review the rule.
When a capital asset is sold in a taxable account, any gain is subject to taxation and must be reported on an individual's tax return. To figure whether you need to report a gain or a loss, you need to know the tax cost basis.
For the first time in our history, individuals with a disability, and families of disabled individuals, have the opportunity to open a tax free savings account called IAble.
The assets you own are a vital piece of your financial picture; a sometimes overlooked planning opportunity is the registration of those assets. By registering assets appropriately, an account owner can maintain strategic control, not only during life, but also upon death.
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