To prepare for tax season, here are a few things you will need to keep in mind. Should any of these circumstances apply to you, please notify your advisor to discuss your account. Federal and State Voluntary Withholding – If you have had a change of address in 2017, you must notify your advisor by December 15, 2017, to ensure that withholding amounts can be corrected within the same tax year. It’s recommended that you review your account … [Read more...]
Archives for October 2017
Investor Information for October 12, 2017
Dear Valued Investor: During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our attention, how do we know where to focus? As investors, it’s important that as we acknowledge the impact of these worldwide events, we remember to separate our personal sentiment … [Read more...]