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Important Announcements

As you might imagine, we have been closely tracking the facts surrounding the COVID-19 pandemic.

Investing & Economic Commentary

The Labor Department just delivered a shocking employment report for the month of May. Economists had estimated that 8 million jobs were lost last month.
As you may have seen in recent trade confirmations, we have replaced the Invesco SmallCap Low Volatility ETF (XSLV) with the iShares Core S&P Small-Cap ETF (IJR).
As you may have seen in recent trade confirmations, we’ve established a new position in HCA Healthcare (HCA) in client portfolios.
As you may have seen earlier this week in your trade confirmations, we recently exited Omnicom Group (OMC) and established a new position in Applied Materials (AMAT).

Financial Planning

Bryan Strike

MS, MTx, CFA, CFP®, CPA, PFS, CIPM

November 20, 2020

 

I do not think most of us are sad to see 2020 come to an end.  With COVID, way too much rain early in the year, murder hornets, and the election, it has certainly been tumultuous!  However, the year is not quite over and there may be some actions to take, or not take, to minimize your tax burdens.

As everyone is aware, the novel Coronavirus (COVID-19) has impacted the global economy and stock markets around the world.
This is a letter that I began composing back in 2008, and I was absolutely surprised at the positive responses received from clients. There are some new items for 2020 (primarily retirement and estate planning issues affected by the recently passed SECURE Act), but I have kept the framework the same because the basics really never change. It’s resolution time, so here we go again!