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Michael B. Benedict Chosen to Join Institute of Investment Management Consulting
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Weaver and Tidwell Financial Advisors Ranked #23 in Nation
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Alan Goldfarb Named to the Academy of Financial Services Board
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Alan Goldfarb Named to Board of Certified Financial Planner Board of Standards
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Why we do such a lousy job with our 401(k)s…
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One Sale That Can Cost You

In today’s market, experiencing a fluctuation in your investments, whether up or down, may be a common occurrence. As the market moves, some investors look for potential investment and income tax opportunities.

One such possibility is to realize income tax benefits by taking a capital loss when an investment drops in value, relative to the initial investment. This is by no means a complicated strategy, but what if the investor wishes to re-establish his or her position in the investment immediately after the loss is realized? There may be a trap waiting for those who are trying to garner an income tax benefit from this type of sale.

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Welcome

Making your money work for you is not magical. It is a combination of years of experience, development of a long-range plan, and the ongoing monitoring and updating of that plan. It is not science. It is not art. It is a combination of both, brought to you by the experienced team of Weaver and Tidwell Financial Advisors, Ltd.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at wtadvisors@wtadvisors.com or call us at (972) 960-1100. We look forward to hearing from you.

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