Newsletter

Enjoy this month’s edition that features a note to UK clients, a notice of fund changes and a report on investment performance.

Enjoy this month’s edition that features a reminder that the income tax deadline has changed and a market summary.

Income Tax Deadline

Please note the Coronavirus Aid, Relief and Economic Security (CARES) Act recently passed by Congress moved the deadline for filing and paying federal income tax on your 2019 income from April 15 to July 15.

The Market In Perspective

There was a headline last week regarding the stock market’s drop titled, “How to Steer Your 401(k) Through Choppy Markets.” It seems to us a better title might be, “Your Portfolio Is Charting the Right Course, Hold Steady Through a Few Bumps.”

Enjoy this month’s edition that features a note about tax forms from TD Ameritrade plus a review of significant changes to retirement plans made by Congress.

A Special Announcement:

Enjoy this month’s edition that features an announcement by TD Ameritrade, a reminder of year-end distributions and 2020 contribution limits.

Charles Schwab to Acquire TD Ameritrade

Enjoy this month’s edition that features a best practice on your accounts plus commentary on investments so far this year.

Save the Date for the Moneywatch holiday party and open house on Thursday, December 12 from 4:00-7:00 PM.