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Here's to a smashing 2021! Thumbnail

Here's to a smashing 2021!


As more of the US population is slowly becoming vaccinated, we expect positive outcomes for the economy in 2021, although it is uncertain as to when and how exactly the impact will be felt. We manage portfolios with a long term view and encourage you to contact us if there have been significant changes to your personal situation that would warrant a review of your asset allocation, risk tolerance, and portfolio goals.

We’d also like to remind you to keep track of your charitable contributions this year. In the past few years, many of you have totally stopped saving receipts for minimal donation to charity. Starting in 2021, you can deduct up to $600 even if you are not itemizing.

For more information, please review our blog about charitable deductions. As everyone’s specific situation is different, this can not be interpreted as tax advice – you should check with your accountant or tax advisor if you have questions.

We also wanted to remind you that you can give through qualified charitable deductions from your IRA if you reached age 70 1/2 in or before 2019 or if you reached age 72 in or before 2020. If this is something you would like to discuss, please set up a time to speak.

Key points in our newsletter
  • The vaccine is potentially going to bring positive outcomes to our economy however the impact is still highly uncertain
  • Save your receipts even for small charitable donations
  • Keep in mind you can give to charity through qualified charitable deductions from your IRA based on age requirements
Here’s to a smashing 2021!

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