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Buying a Vacation Home
HomeEpisode GuideBuying a Vacation Home

Buying a Vacation Home


Guest(s): Sid Zonn, formerly of Robert Morris

Buying a Vacation Home

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This episode will provide guidance on how to approach the purchase of a vacation or second home. How does this fit in with a family’s overall financial planning situation? This episode will help make sense of the many factors in the decision process!

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Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

Find out how our approach can help you pursue your financial goals!

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