March 2021
WAS THERE ANYTHING GOOD TO REPORT FROM 2020? WHAT ARE WE LOOKING FORWARD TO IN 2021?
Many good things took place in the last year. We’ve navigated through the pandemic, adapting to social, environmental, political and economic times while maintaining a clear focus on you and your portfolios. We learned more ways to maintain perspective in our business and practice self-care. We’ve had support from our corporate office to examine our own culture. In particular, D.A. Davidson hosted diversity and resilience virtual conferences for all employees. We’ve been made aware of our strengths and opportunities for development. Ben Franklin wrote, “Each one sets a light in front of his own house and the whole street is lit”. We agree.
MOLLY: “I’m thankful that my kids are old enough to homeschool themselves!” “I’m looking forward to being able to board an airplane!”
DARCY: “I bought a house in Helena! The 70 mile daily drive to work has come to an end.” “I’m looking forward to adding another grandson to my tribe this May/June!”
KHAMSIN: “I’m thankful that technology allowed me to work from home to service our clients AND give my kids the support they needed.” “I’m longing for the return of a regular routine!”
HOW DOES INFLATION AFFECT MY PORTFOLIO?
Davidson Investment Advisors share their “perspectives” to explain the current inflationary environment.
TAX SEASON REMINDERS
Tax season is upon us and the tax filing deadline is right around the corner. You should have all relevant documents from D.A. Davidson. Making a 2020 IRA or Roth IRA contribution may benefit you. Generally 2020 contributions must be made prior to April 15, 2021. For 2020 and 2021 you can contribute up to $6,000 or $7,000 if you’re 50 or older. Please consult your tax advisor to see if a contribution is right for you.
ACKNOWLEDGEMENTS
We’d like to acknowledge the loss of several clients and individuals close to us in the past year. While we cannot list individual names, each person is valued greatly and will be missed.
We’ve celebrated victories. Retirement plans have been fulfilled and clients are onto the next phase of life! Estate Plans and Legacy Trusts were executed and funded! SHARE YOUR VICTORIES, we’d love to hear from you.
Mosness Wealth and Retirement Planning
Services of D.A. Davidson & Co., member SIPC