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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser and separate entity from LPL Financial. South Louisiana Financial Services and South Louisiana Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South Louisiana Financial Services, and may also be employees of South Louisiana Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South Louisiana Bank or South Louisiana Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL AR CA FL GA LA MS NV TX NY WA.

This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place. The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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