Opportunity Zones

The methodology for this calculator is solely for informational purposes and should not be construed as tax or legal advice. It is only intended to provide education about the financial industry. Results and future estimates of back-tested performance are hypothetical. Investing in opportunity zones are extremely limited and not suitable for all investors as they may face heightened risk due to the illiquid nature of investment opportunities available through the Tax Cuts and Jobs Act of 2017 (TCJA). To determine whether investing in opportunity zones is appropriate for you, we urge you to please consult your financial advisor prior to investing.

Wambolt & Associates is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Wambolt & Associates and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Wambolt & Associates unless a client service agreement is in place.

The commentary on this website reflects the personal opinions, viewpoints and analyses of the Wambolt & Associates employees providing such comments and should not be regarded as a description of advisory services provided by Wambolt & Associates or performance returns of any Wambolt & Associates Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Wambolt & Associates manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. 

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