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Join us for our quarterly Investment Committee Update webinar. Presenters will focus on:
• Current abounding uncertainties:
– International trade wars and tariffs
– U.S. mid-term elections
– Labor shortage in the U.S.
• Economic strength and interest rates
• Tax cuts for U.S. consumers and business
• Solid U.S. corporate earnings growth
Jim Bell, CFP®, President and Founder
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor
You may submit questions prior to the webinar, if you wish, at firstname.lastname@example.org.
Register at: bit.ly
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More