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When Will You Get Your Tax Slips?

There are different mailing dates for different account types. Please click on the link below to view the expected delivery for both mail and online tax slips and reports. 2020 Client Tax Slip Mailing Schedule Checklist

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December 2020 Portfolio Management Team Update

Market & Economic Environment Global equities posted their best-ever monthly gains in November, with the MSCI All-Country World index up by a record 11.3%. Risk appetite rebounded as positive news about three vaccines’ efficacy in preventing Covid-19 (greater than 90% in the case of the Pfizer-BioNTech and Moderna vaccines) triggered a massive rotation into stocks […]

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2020 Top Five Year End Tax Tips from your Team at Luft Financial

Here are some strategies to help you minimize tax as 2020 winds down. 1) Charitable Donations Donating to a charity during these difficult times not only directs your funds where you think they are most needed, but it also has additional benefit of tax savings. Amounts over $200 to a registered charity qualify you for […]

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Financial charts & stocks

MACROSCOPE No. 35: Only a V-shaped economic recovery will do now

The Nasdaq’s 45% surge from its March 23 low is the epitome of a V-shaped rebound (Figure 1). Overly optimistic investors who are banking on a similar economic recovery may be in for a disappointment. There are a growing number of signs that risk appetite is back in a big way, judging by the ease […]

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Dealing with the “Coronavirus Crash” – FAQ

(This article was written on March 18, 2020; all market data is of close on that date). SUMMARY The global economy has not faced a worldwide threat like the COVID-19 pandemic since the Second World War. This is probably the first time in decades that large swathes of the global economy are grinding to a […]

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Life Insurance as a Source for Estate Relief

Everyone has heard the saying “there are only two certainties in life, death and taxes.” When we pass away most of our accumulated wealth is subject to income tax, probate tax or both. There are some simple things we can do to reduce this inevitable tax bill on our estates: own certain non-registered assets jointly […]

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