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Rappaport Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Rappaport Wealth Management offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA / SIPC . Investment Advisory Services offered through International Assets Investment Management, LLC, an SEC Registered Investment Advisor. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Rappaport Wealth Management may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. *This site and the content herein are subject to certain Legal Notices. Please see "Legal/Privacy Important Disclosures.

Links are being provided for information purposes only. Rappaport Wealth Management is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors and is not a solicitation or a recommendation that any particular investor should purchase or sell any particular security. Rappaport Wealth Management is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

The information contained herein is obtained from sources believed to be reliable, but its accuracy or completeness is not guaranteed. All expressions of opinions are subject to change without notice and are those of Rappaport Wealth Management and not necessarily those of IAA. Investments or strategies presented may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. Investing involves risks. The investments or strategies presented do not take into account the investment objectives or financial needs of particular investors. It is important that you consider this information in the context of your personal risk tolerance, time horizon, liquidity needs and investment goals. Examples provided are for illustrative purposes only and not intended to represent actual results. Access to electronic services may be limited, interrupted or unavailable during periods of peak demand, market volatility, systems upgrades or other reasons. Regarding the use of any type of Ã¢â‚¬Å“Stop orderÃ¢â‚¬?, there is no guarantee that your order will be filled at or near the designated stop price which is especially dangerous in a rapidly falling market. Past performance is not an indication of future performance. International Assets Advisory, LLC and its affiliates, employees and/or directors may have positions in these securities, and may as principal or agent, buy from or sell to customers. All securities are subject to price and yield change and subject to availability.

Investment suitability must be determined individually for each investor, and the financial instruments described herein may not be suitable for all investors. This information is not intended to provide and should not be relied upon as providing accounting, legal, regulatory or tax advice. Investors should consult with their own advisors as to these matters. HTTP://brokercheck.finra.org

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