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Mid-Term Aftermath

Investment Committee Update webinar
December 19, 2018 2 -2:30 pm
Online

Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics:

  • Divided Government
  • Stability of Tax and Deregulation Policies
  • China Slowdown and Trade War
  • Corporate Earnings
  • Economic Strength
  • Fed Policy
  • 2019 Outlook

Jim Bell, CFP®, Founder, Chief Investment Officer
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

Register at: bit.ly/aftermth

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Latest News

2018 Schwab 1099 Availability

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

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