Investor Education
Western International Securities, Inc. (WIS) was founded in 1995 to offer the same full service the nation’s largest financial institutions provide, but with the personal touch missing at so many firms.
Education Overview
Characteristics & Risks of Standardized Options
Prior to buying or selling an option, investors must read a copy of the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD). It explains the characteristics and risks of exchange traded options. Note: Copies of this document may also be obtained from your broker or from any exchange on which options are traded.
Other Resources for Investor Education
The information below is being provided strictly as a courtesy. When you link to any of these websites provided here, you are leaving the WIS website. WIS makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issue or any consequence arising out of your access to, or your use of, third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you assume total responsibility and risk for your use of the sites you are linking to.
529 Plans
A 529 plan is a college savings plan that allows individuals to save for college on a tax-advantaged basis. Every state offers at least one 529 plan.Before buying a 529 plan, you should find out about the particular plan and its fees and expenses.
You should also consider that certain states offer tax benefits and fee savings to in-state residents. Whether a state tax deduction and/or application fee savings are available depends on your state of residence.
For tax advice, consult your tax professional. For information concerning 529 plans, including information comparing the performance of difference states’ 529 plans, contact your financial professional.
