December 22, 2021 Edition:
End-of-Year Reminders
Topics in this edition of Insights include:
- End-of-Year Reminders
- Qualified Charitable Distributions
- Results of our Annual Client Survey
- The Metro Office Complex is Open for Business
- Next Webinar – State of the Economy – Jan 27
- Upcoming Events: You can register today!
Happy Holidays to You!!
We hope you have the opportunity to spend time with family and friends over the holidays. We can be thankful that things are much improved over a year ago and hopefully continuing to improve in 2022. Thank you for sharing your lives with us and allowing us to help you make smart financial decisions and enjoy the journey together. We hope you all have a happy and healthy holiday season!
Recent Editions of Insights
► Nov 24, 2021 - Reducing Taxes Before and During Retirement
► Oct 29, 2021 - Donor Advised Fund - Efficient Charitable Giving
► Oct 01, 2021 - September Weakness in the Stock Market
► Sep 03, 2021 - Where the Stock Market is Headed as We Say Goodbye to Summer
► Aug 05, 2021 - Taxes, Travel and Team Updates
► July 02, 2021 - Progress, Preparedness and Travel Time
Q2 2021 - New Opportunities, Travel and Variants
► June 04, 2021 - Celebrating Ingalill’s Retirement
► May 18, 2021 - Walt Disney World – Our Travel Experience
► Apr 30, 2021 - Long-Term Care – An Important Part of Family Planning
► Apr 16, 2021 - CA Prop 19 – Easier to Move Within California
► Apr 01, 2021 - Stock and Bond Markets – What a Difference a Year Makes
Q1 2021 - A New Year, Vaccines and Reopening
► Mar 19, 2021 - The US Economy at the COVID-19 One Year Anniversary
► Mar 05, 2021 - Why Are People Leaving California?
► Feb 19, 2021 - A Story of COVID-19 International Travel
► Feb 05, 2021 - What's Going on with GameStop, AMC and Reddit?
► Jan 22, 2021 - You Want to Avoid These Estate Problems!
► Jan 08, 2021 - 6 Investment Themes for 2021
Q4 2020 - Resiliency Through COVID Surge and New Holiday Celebrations
► Dec 23, 2020 - Happy Holidays!
► Dec 11, 2020 - As COVID-19 Surges, Why Does US Stock Market Hit Record Highs?
► Nov 25, 2020 - Things We Are Thankful For
► Nov 13, 2020 - The Election Results Are In - What’s Next?
► Oct 30, 2020 - What is the K Economy?
► Oct 23, 2020 - Are People Leaving California?
► Oct 16, 2020 - Bringing You Joy, Laughter and Beauty!
► Oct 09, 2020 - Will There be More Government Stimulus?
► Oct 02, 2020 - Reopening America - Balancing Health, Economy and Politics
Q3 2020 - Seeking Independence and Finding a New Normal
► Sep 25, 2020 - US Stock Market Hits All-Time High Then Pulls Back. What's Next?
► Sep 18, 2020 - Major Renovations of our Metro Plaza Office Complex
► Sep 11, 2020 - Would You Attend an NFL Football Game?
► Sep 04, 2020 - The Race to a Vaccine
► Aug 28, 2020 - Resources to Help During the Wildfires
► Aug 21, 2020 - 100th Anniversary of the Women’s Right to Vote
► Aug 14, 2020 - Local, State and National Update
► Aug 07, 2020 - Is the Economy Getting Better or Worse?
► Jul 31, 2020 - Is This a Day Trader's Paradise?
► Jul 24, 2020 - Is it Safe to go to a Theme Park?
► Jul 17, 2020 - What Are Schools Planning for This Fall?
► Jul 10, 2020 - 2020 Mid-Year Review
► Jul 03, 2020 - Celebrating Our Independence.
Q2 2020 - Flatten the Curve and Support Essential Businesses
► Jun 26, 2020 - How is the Reopening Going?
► Jun 19, 2020 - Turning Lemons into Lemonade!
► Jun 12, 2020 - What is a Shelter-in-Place Group?
► Jun 05, 2020 - Wall Street vs Main Street.
► May 29, 2020 - Is it Time to End Shelter-in-Place?
► May 22, 2020 - All 50 States Reopening.
► May 15, 2020 - A Tale of Two Economies.
► May 08, 2020 - A Real-Life Success Story.
► May 03, 2020 - Speculating About the Future.
► Apr 26, 2020 - More Testing, Money and Oil.
► Apr 19, 2020 - How and When to Open.
► Apr 12, 2020 - Saving Lives vs Saving Jobs.
► Apr 05, 2020 - Looking for Signs of Improvement.
Q1 2020 - Shelter-In-Place Begins
► Mar 30, 2020 - Balancing Health vs Economic Issues.
► Mar 23, 2020 - What's Next?