In This Issue:
- 2024 Tax Information
- Municipal Bond Investing with Seabird Investment Partners
- Advisors Out & About
- Upcoming Events
- Market Update
- S&P 500 Index Return and Headlines in 2024
2024 Tax Information!
- Charles Schwab: Tax forms will be available from January 31st through February 28th. Click here for a link to the release schedule for specific Schwab tax forms. You may also find this Schwab Tax Guide helpful in understanding the various tax forms you may receive from Schwab.
- Altruist: If your accounts are held at Altruist visit the Altruist Tax Center to download copies of your 2024 Consolidated tax forms. The first wave will be available on January 31st, with the final wave issued by February 28th.
- Tax deadlines are fast approaching! Don’t wait – if you or someone you know needs help with tax preparation, contact us today for a referral.
Municipal Bond Investing with Seabird Investment Partners
Please enjoy this short clip of Arch Peregoff from Seabird Investment Partners discussing some of the advantages of being multi-disciplinary in the fixed-income market. Click here for the entire interview and here for their Q1 2025 memo.
Advisors Out & About
Connecting with colleagues at the Farmers Insurance Open at beautiful Torrey Pines! We always enjoy being part of this fantastic event.
Upcoming Events
While we don’t have any client events planned in February, we’re looking forward to connecting with you later in the year! We value your feedback – please share your thoughts on past events or ideas for future gatherings by replying to this email.
In the meantime, we’re hosting a happy hour for professionals in the financial industry on February 6th at 3:30 PM at AleSmith Brewing Company. This is a great opportunity to network with other professionals and learn more about the latest trends in financial planning. Feel free to extend this invitation to your CPA, tax advisor, estate planning attorney, or any other financial professional you think might enjoy the event!
S&P 500 Index Return and Headlines in 2024
The S&P 500 reached 61 new all-time highs in 2024. This illustration highlights the economic uncertainties, geopolitical events, and other factors that challenged investors.