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    • Quiz: Financial Facts That Might Surprise You
      If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
    • Going Public: An IPO's Market Debut May Not Live Up to the Hype
      An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
    • Protect Your Heirs by Naming a Trust as IRA Beneficiary
      Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
    • I received a large refund on my tax return this year. Should I adjust my withholding?
      You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
    • What is the difference between a tax deduction and a tax credit?
      Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
        
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    Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Kern Schools Federal Credit Union and Kern Schools Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

    Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor

    The investment products sold through LPL Financial are not insured Kern Schools Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Kern Schools Federal Credit Union and are not endorsed, recommended or guaranteed by Kern Schools Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

     


    Check the background of this financial professional on FINRA's BrokerCheck.