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NOLA Financial - Wealth Management
Robert Alvarez, CFP®, CRPC®
504-836-3819
ralvarez@iaac.com
Newsletters
  • Time for a Mid-Year Investment Check
    Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the
  • Managing Your Money in a Gig Economy
    According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as
  • Charitable Giving After Tax Reform
    Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how
  • What's the real return on your investments?
    As an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the value of an investment over a given period of time,
  • Inflation Variation, Eroding Purchasing Power
    Inflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term average, even moderate inflation can reduce
    
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IMPORTANT DISCLOSURES
Securities offered through International Assets Advisory LLC - Member FINRA/SIPC. The information provided is based on carefully selected sources, believed to be reliable, but whose accuracy or completeness cannot be guaranteed. Any opinion herein reflects our judgment at this date and is subject to change without notice. This should not be construed as an offer or solicitation to buy or sell securities. Investors should consider the investment objective, risks, and charges and expenses before investing in an investment company product. Stocks, options, and mutual funds are subject to market volatility and the chance that they may lose value. Bonds are subject to changes in interest rates, risks of defaults by issuer, and the loss of purchasing power due to inflation. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client or prospective client's wealth management investment portfolio. As with any investment, there is no guarantee against potential loss. Past performance is not an indication of future performance.

This information is not intended to be legal or tax advice. Please consult a tax, legal, or financial professional with questions.


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 


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