4932 Lasso Lane
Mckinney, TX 75070 US.
Mckinney, TX 75070 US.
Mon-Fri 8am - 5pm
Sat-Sun: By Appointment
Sat-Sun: By Appointment
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4932 Lasso Lane
Mckinney, Texas
75070 United States
Phone: 214.326.1950
Email: [email protected]
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alaska, Arizona, Arkansas, California, Illinois, Louisiana, Michigan, Missouri, North Carolina, Nebraska, Texas, Virginia
If you're investments are being managed by advisors at Fidelity, or custody their clients's assets at Fidelity... be advised:
Beginning 2025, Fidelity intends to move client cash held in non-retirement brokerage accounts overseen by independent financial advisors to FCash, the company’s inhouse sweep account. FCash’s interest rate is 2.32% as of Nov. 11. That’s less than half of some money-market funds.
www.msn.com/en-us/money/savingandinvesting/fidelity-to-push-advisor-clients-into-lower-yielding-c... ... See MoreSee Less
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Wealth building is simple.
It boils down to a single concept — you either earn compound interest, or you pay compound interest.
If you can get on the right side of the compound interest, you start increasing your net worth pretty fast. ... See MoreSee Less
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Getting your finances in order is like leveling up in a video game - it takes work, but the rewards are totally worth it!
Sounds like trying to fix a leaky boat with bandaids when you need a whole new hull.
Frauds and scams can happen at any time. So as you sit down with family for Thanksgiving... It's important to know & talk about the red flags of fraud. Talk to the elders in your life about how to help protect their assets.
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Help Mom and Dad Stay Safe Against Fraud
www.schwab.com
Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.0 CommentsComment on Facebook
Happy Thanksgiving from all of us here at Toro Wealth Management🍂 🦃
Have a wonderful Holiday! ... See MoreSee Less
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Cybercriminals are finding new opportunities and sophisticated methods for obtaining and exploiting your personal data. Here's how to keep fraudsters from stealing your identity.
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4 Ways to Fight Identity Theft
www.schwab.com
Cybercriminals are finding new opportunities and sophisticated methods for obtaining and exploiting your personal data. Here's how to keep fraudsters from stealing your identity.0 CommentsComment on Facebook
Chances are... that Starbucks coffee is about to get a whole lot more expensive!
Coffee prices surge to highest since 1997 on supply fears yahoo.trib.al/z1j6S0a via
@business ... See MoreSee Less
Coffee Prices Surge to Highest Since 1997 on Supply Fears
yahoo.trib.al
(Bloomberg) -- Coffee futures in New York climbed to the highest since 1997 on worries about crops in top growers, threatening to further raise costs for roasters and consumers.Most Read from Bloomber...0 CommentsComment on Facebook
According to the 2024 Deloitte holiday retail survey, the average shopper is looking to spend $1,800 this Holiday Season.
$536 on gifts
$507 on non-gift items like clothes, furniture, and decorations
$735 on experiences such as concerts and restaurant outings
The total is up about 8% from last year, and partly reflects expectations of higher retail prices this year. ... See MoreSee Less
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The IRS treats cryptocurrencies as property, not as a currency, meaning any transactions that use crypto will be subject to the capital gains tax rules.
Here's What You Should Know about Cryptocurrencies & Taxes
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Cryptocurrencies and Taxes: What You Should Know
www.schwab.com
Virtual currencies can result in real tax liabilities. Here's how crypto is taxed and how to report such transactions on your return.0 CommentsComment on Facebook
Whether your children are still crawling around the living room floor or getting ready to head to college, there are plenty of ways you can give them one more gift as a parent. You can give them a head start on their financial future.
Here's an article from BarChart on How to Invest for Kids: Understanding the Basics.
www.barchart.com/story/news/29735625/how-to-invest-for-kids-understanding-the-basics ... See MoreSee Less
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