John Zalevits - Financial Advisor at Waddell & Reed

John Zalevits - Financial Advisor at Waddell & Reed Securities and Advisory services offered through LPL Financial a registered investment advisor. Member FINRA/SIPC, www.finra.org, www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
09/18/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
09/16/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

It isn't whether you should have auto insurance - it's what kind you should have.
09/14/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

10 tips that can head-off marriage money problems.
09/11/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
09/09/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
09/07/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
09/04/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
09/02/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Wondering what to tell your financial pro? Check out this quick video for guidance!
08/31/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

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Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
08/28/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

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316 W Boone Avenue, Suite 674
Spokane, WA
99201

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+15094350446

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