No one could blame you for feeling a bit overwhelmed these days given all that has transpired so far in 2020, but the deluge of frequently bombastic, attention-grabbing headlines in the media can often exacerbate the feeling. That’s why we feel strongly that the value of a trusted advisor runs much deeper than just investment returns.
The due date for 2019 individual income tax returns has been pushed to July 15, along with a number of other deadlines, which means there’s still time for last minute tax planning and saving opportunities.
The North American Securities Administrators Association (NASAA) formed a task force to investigate new investment scams related to COVID-19 back in April and 91 have been identified thus far.
The heightened volatility we have seen in 2020 brought steep declines in February and March, but with some parts of the market experiencing fairly robust recoveries since then. We try to provide some historical perspective to equity returns after sharp drop-offs.