As 2018 draws to a close, it’s time to review what has happened in the markets this year, and it’s time to make sure you have a plan for the New Year.
We’re attaching here two resources for you which we thought may be beneficial:
Year End Checklist
RBC Wealth Management has compiled a helpful list of items to consider when closing out the year. These include:
- Investment and income tax strategies
- Defer or reduce income
- Retirement planning — seize opportunities and avoid missteps
- Gifting strategies
- Give to those in need
- Itemize personal residence and mortgage interest
- Set yourself up for success in the upcoming year
You can download this checklist by clicking on the link below.
Weekly Market Update by David Klein
Senior VP and Financial Advisor of the Auctus Group (a division of RBC Wealth Management) has provided a helpful update of recent market activity. Within this document you’ll find the following sections:
- Retirement – Wealth Plan Analysis
- Year-End Tax Planning
- Key Statistics
- Market performance stats
- Forecasts in 2019 in Barron
- Plus some trivia
You can download the Weekly Market Update by clicking on the link below.
Get In Touch
Please contact the IPPAC if you have any questions.