Eye On Money November/December 2020
We invite you to check out the new issue of Eye On Money! Inside are articles on:
Year-end tax planning. You may be able to reduce your 2020 taxes if you act soon. Several tax-minimization tips and strategies are presented here. For specific advice, please consult us before the end of the year.
Giving the gift of education with a 529 plan. Don’t miss this one if you want to help a loved one save for college.
Rebalancing your portfolio. This installment of the Investing 101 series discusses why, when, and how to rebalance.
Also in this issue, you can check out articles on planning for long-term care expenses and financial tasks you can tackle in under 30 minutes each. Plus, you can travel vicariously to Australia’s Red Centre, discover six national parks that are exceptionally beautiful in winter, and see how much you really know about the world’s oceans.
Please let us know if you have questions about anything in Eye On Money.
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Eye On Money November/December 2020
Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.
The views, opinion, information and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. The selection of any posts or articles should not be regarded as an explicit or implicit endorsement or recommendation of any such posts or articles, or services provided or referenced and statements made by the authors of such posts or articles. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting or tax advice.