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 […]
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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 […]
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?”