Broker Check

Year 2021

November 08, 2021

The year is coming to an end and what a year it has been.

So many mixed messages of where the economy was headed and what we may see in the future.

One thing for sure, there is no one direction that we can follow to know what will happen. With 24 years of personal history in the financial services industry I can say there has been years like this in the past and we will have more in the future.

We continue to review reliable sources of information as we review where to invest funds for the long term. We do our best to take a long view not react to short term changes.

If you are 72 years old or older make sure you have taken your Required Minimum Distribution for this year. We can assist you with this if you have any questions.

Make sure you have made your IRA contributions, so your retirement account is fully funded for 2021.

We are here to assist you with your financial goals. Please call us with any questions you have.

Thank you for your continued partnership.