INVESTOR TIP #1

Did you know you can give a gift of an appreciated stock and if it has increased in value and been held for at least a year and a day, you can deduct it at full market value? WOW! In addition, it's reported as a gift and not a sale and there is no capital gains tax due on the increase in the value. Just think, if you're holding a stock that you purchased when the market was down, you may be able to make a gift now with a greater value than ever before. Call 386-208-1400 for more information.