Welcome to Episode 1 of Office Hours! So much has happened over the last few months, we have not had time to cover it all in the typical manner through our blog and newsletter. So we’re excited to try a new way of keeping our clients up to date with our views and perspectives on the changing landscape for financial planning and investing. Recently, a few advisors on The Wealth Strategies Team were on a Zoom meeting together to discuss the markets, implications of the new RMD rules and what it meant for clients. There were so many interesting observations and perspectives being shared, that we realized these conversations needed to be shared with our clients. And since we are all meeting virtually, we decided to hit the “record” button.
In this 20-minute episode, we look at some strategies to consider when markets are down (such tax loss harvesting) and what’s going on with RMD rules for this year and the future (Both the SECURE Act and the CARES Act, have had a huge impact on that). From time to time we will be sending you videos of us talking about what we are seeing in the markets, financial planning strategies to consider, or even tax planning ideas.
We’d love to hear your thoughts on this approach. Do you like it? How could we make it better? Would you share it with your friends & family? Going forward, we’ll probably make the conversations more focused. We covered three to four big topics, but future episodes will probably focus in more detail on one to two topics.
We’re excited to try a new way of keeping our clients up to date with our views and perspectives on the changing landscape for financial planning and investing.
Thanks for watching!
Wishing your families continued health,
Wealth Strategies Team