As we open another new year, most of up are either thinking about getting organized or dropping some weight.  Another thought that comes to mind is getting our information ready to file our tax returns and what that might look like.

The article attached adds useful information about changes as a result of the tax bill passed in December 2017 that are taking effect for 2018.  Also gives tips on helping you get ready and important dates.

I continue to get asked the questions about what might happen in 2019 when it comes to markets and investments.  The answer is that I don’t make predictions, just try to keep investors focused on the big picture and the long-term effects of stocks and that they have outpaced inflation over the years by a considerable margin.

I also want to keep repeating what our portfolio managers are doing that is a totally unique and a one of a kind investment strategy.  One factor is a built-in strategy for a yearly cash flow, in addition to dividends and interest and market returns.  Another ingredient included is that, in the event of a sudden and dramatic drop like 9/11, the portfolios are designed to recover most, if not all, the losses.  The only drawback is that, if the markets trend down as we’ve experiencing now, these portfolios will underperform market returns.  (There is no free lunch) And, please always remember there are no guarantees when it comes to investing in the equity markets and investing does have risks.

Finally, for those star gazers among us, there are some big events this year, starting with a “Red Blood” eclipse.  The attached article gives the dates of what looks like a busy calendar for this year.

The new year is here and what it may bring is anybody’s guess.  As always, should you with to meet or have a conversation, please feel free to contact me.  Now let’s everyone go out and have a super week.

Doug Alden

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