Lauterbach Financial Advisors Voted “Best Investment Firm”

Thank you El Paso!

Lauterbach Financial Advisors was voted by readers of El Paso Times and the community at large as the “Best Investment Firm” at Best of the Border 2016 awards.

We’re thankful and proud for this recognition and look forward to continuing our commitment to help our clients Live Financially Confident.

 

Introducing: The BAM ALLIANCE

We have some exciting news to share with you!

As you may know, Lauterbach Financial Advisors is part of an active community of more than 130 independent wealth management firms throughout the United States. Each and every firm works to deliver on the promise of true wealth management for investors and their families. A few weeks ago, all the member firms came together to launch the BAM ALLIANCE — a new destination of ideas, insights and intelligence that enables our clients to make even better decisions about their financial futures.

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Sun Bowl Art Exhibit at the International Museum of Art

We would like to congratulate Berenice Perea, wife of Miguel Gomez, our Marketing Associate, for winning the Best of Show Award at the Sun Bowl Art Exhibit hosted by the International Museum of Art. Her piece is going to be purchased by the museum and will be part of its permanent collection.

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Announcement: New Rules on Cost Basis Reporting

One of our goals at Lauterbach Financial Advisors is to keep you informed about changes that may affect your accounts. To that end, we want to inform you of a change in IRS reporting requirements for Form 1099-B that begins in 2011.

The 2011 1099-Bs that you will receive in early 2012 from any custodian (for example, Schwab, Fidelity or TD Ameritrade) will report the cost basis and gain or loss on the sale of equity securities. This applies to equity securities that were purchased in your account after December 31, 2010 and then sold on or before December 31, 2011.

Some of our custodians will soon begin to publicize this topic via supplements included in your monthly statements. We are working closely with them and from time to time will provide you with more information on these changes. If you have any questions, please contact us.