Mon - Fri: 8AM - 5PM
1380 Lead Hill Blvd. Suite 180 Roseville, CA 95661
Did you know that if you are receiving Social Security Benefits, you may have to pay federal income tax on a portion of these benefits? Financial Professional, Jeff Bangerter discusses how the amount you must pay will depend on your specific income and filing status.
Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jul 08, 2021Financial professional, Jeffrey Bangerter explains how new messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.
Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jul 06, 2021Children and Grandchildren are taking advantage of the summertime to earn a little extra income before returning to the school year. Financial professional, Jeff Bangerter discusses some tax tips to understand the implications of summer jobs.
Financial Planning Financial Advisor Tax Planning Economic Update Tax Tips By Jeffrey Bangerter on Jun 25, 2021The Consumer Price Index (CPI) release on Thursday, June 17th, 2021 created anxious investors. Financial professional, Jeff Bangerter explains the CPI and the increase in inflation that exceeded most expectations.
Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jun 22, 2021A potential change to the Internal Revenue Code that President Biden touted during his campaign last year just moved a giant step closer to reality. The 100-year-old IRC Section 1031 may be headed to the gallows, and participants across all sectors of the real estate industry are preparing for a fight.
Market Update Retirement Financial Planning Financial Advisor DST 1031 Exchange Tax Planning Retirement Planning Economic Update By Jeffrey Bangerter on Jun 01, 2021Financial Advisor, Jeff Bangerter explains the mixed signals of the market during the holiday-shortened week. Jobless claims were still reflective of a struggling labor market; however, consumer retail sales have increased.
Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Feb 26, 2021Financial Advisor, Jeffrey Bangerter discusses the fiscal year of 2020 in review. A year that was disrupted by a global pandemic affected economies, financial markets, and daily life. With two promising vaccines announced and starting to roll out, Congress approved another stimulus bill to assist the struggling economy. As we enter 2021, there are many unanswered questions, but the financial markets will be watching progress.
Market Update COVID-19 Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jan 06, 2021In this month’s Economic Update, Financial Advisor, Jeffrey Bangerter discusses recent headlines that influenced the financial markets in November 2020. Positive news events, including positive clinical trials for a COVID-19 vaccine, and the election, energized investors. Traders are set to watch for the trajectory of new COVID-19 infections, but they are also looking ahead to when a vaccine will be available.
Market Update COVID-19 Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Dec 11, 2020
Roseville, California:
1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661
Office: 916.965.1879
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at 916.965.1879.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
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