This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
Today, we take a look back. In a world full of distractions, it's easy to lose focus on what truly matters. We hope this video inspires you to block out the noise and concentrate on the steps that bring you closer to your quality of life goals. Let's focus on what we can control, together.
In this video, we break down everything you need to know about trusts and how they can be a powerful tool in your financial planning! Whether you're looking to protect your assets, plan for your loved ones, or reduce estate taxes, trusts offer flexibility and security for your financial future.
In this week's video, we discuss responses of people from ages 6 to 75 on what is the one thing that would bring them the most quality of life. We're sure you'll be surprised by some of the responses and the trends we've found.
Are you curious about Exchange Traded Funds (ETFs) and how they work? In this video, we break down everything you need to know about ETFs, from what they are to how they can help you diversify your portfolio. Whether you're new to investing or looking for more ways to build wealth, ETFs can be a great tool.
In this video, Leah and Dan dive into a recent report by the World Economic Forum, which highlights a concerning trend: financial literacy in the U.S. is on the decline.
Are you confused about the term “basis” and how it impacts your taxes and investments? Don’t worry! In this video, we’ll break down the concept of basis, explain why it’s so important for your financial future, and show you how to track it properly. Whether you’re dealing with stocks, real estate, or inherited assets, knowing your basis can help you avoid paying more in taxes than you need to.