Gifting and Taxes

by | Jan 22, 2021 | Video Commentary

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...

10 Investment Themes For The Next 10 Years

by | Jan 8, 2021 | Video Commentary

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...

Big Picture Market Perspective

by | Dec 18, 2020 | Video Commentary

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...

Corporate Bonds

by | Dec 11, 2020 | Video Commentary

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...

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Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.

Neither Kestra IS nor Kestra AS provide tax or legal advise. 

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582. For a complete listing of our disclosures: https://bit.ly/KF-Disclosures