Analyzing a Company’s Stock

What makes a company a good investment? Investment professionals consider several factors when they’re selecting companies to include in a stock portfolio. Here are some of the criteria they’re likely to use. A Company’s Finances A strong financial position on the part of the issuing company can make a stock attractive to investors. Analysts typically […]

Understanding 529 Plans – Which Expenses are Covered, and Which Are Not

Parents looking to take advantage of the many benefits of saving for college with a 529 plan will want to know the full details on which educational expenses qualify for tax-free distribution status — and which do not.1 In Publication 970, the IRS gives detailed guidance on qualified expenses. Here are a few important points: […]

Wealth Strategies & Management, LLC (WS&M) Congratulates Thomas Byrne on New Position in Financial Services Industry

Stroudsburg, PA — November 27, 2017 Wealth Strategies & Management LLC (WS&M), a Stroudsburg Pennsylvania based wealth management firm, is pleased to announce Thomas Byrne’s new role as Regional Fixed Income Specialist at Charles Schwab. Byrne has been a valued member of the WS&M team for five years and will be transitioning to his new […]

Thomas Byrne, Director of Fixed Income, mentioned in Barron’s article, “Consumer Prices Rise, But Low Inflation Is Still Worrisome”

WS&M’s Director of Fixed Income, Thomas Byrne, mentioned in the Barron’s article, “Wholesale Inflation Ticks Up, But Less Than Expected”

Thomas Byrne, Director of Fixed Income, mentioned in Barron’s article, “Demand for 10-Year Treasuries Proves Weak at Auction”

WS&M’s Director of Fixed Income, Thomas Byrne, mentioned in the Barron’s article, “Treasuries Rally; 10-Year Yield Falls to New Low This Year”

Thomas Byrne, Director of Fixed Income, mentioned in Barron’s article, “Treasuries Rally; 10-Year Yield Falls to 2.18%, 30-Year to 2.84%”

WS&M’s Director of Fixed Income, Thomas Byrne, mentioned in the Barron’s article, “Falling U.S. Treasury Yields: Is It Fear or Hunger?”

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Thomas Byrne, Director of Fixed Income, mentioned in Barron’s article, “What Happens to Rates When the Fed Trims Its Balance Sheet?”