From the Desk of Dale Crossley and Evan Shear

We hope that 2020 is off to a great start for you and your family! We’re proud to kick off the year by announcing the creation of our new, online quarterly newsletter, The Journey. We’re always searching for innovative ways to better serve our clients, and this newsletter will provide valuable market insights, timely tax tips, news about the firm, and of course, some fun articles like recipes, included in every edition.

The markets reached a new high in 2019 (as they often do) and fingers crossed, we hope to see a good year in 2020. Despite starting off the year with some unsettling saber-rattling and the uncertainty of the upcoming presidential election later this year, we anticipate another good year in 2020 (with the hedge that in an election year, anything can happen!). We’ll do our best to use this newsletter to address relevant topics that are impacting the markets as we continuously monitor events that are consequential to investments as well as identify those that just aren’t worth worrying about.

There’s also a lot less worry when you have a comprehensive financial plan in place that contemplates the inevitable ups and downs in the market and ensures that you have the right allocation of stocks and bonds to withstand market corrections. If you haven’t met with us lately, particularly if you’ve had recent life changes, start 2020 off right with a checkpoint meeting. We can also help ensure that you are using the changes under the recent SECURE Act to maximize your retirement investments and plan appropriately for your heirs. After all, that’s why we’re here.

Please enjoy this first quarterly issue, which includes a market outlook for 2020, additional details on the SECURE Act, as well as tips on how to get prepared for the upcoming tax season. If there’s a topic you’d like us to address in the forthcoming issues, please let us know!

As always, please reach out with questions or concerns about your financial planning needs. We truly appreciate you entrusting us with such a vital part of your life – your financial future.

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