TheLiveBigWay® Digest: We’re Not Spooked

It’s the story that won’t go away, so we’re not going to stop commenting on it. That’s right – inflation is dominating the headlines again. And we’re still not worried about it. Today we dig into the underlying causes of inflation (or at least the culprits currently getting the most attention), the measures the Fed uses to decide if it’s time to do something about it, and, of course, what it all means for our Clients.

With sixteen more days left in October, that means we have sixteen more opportunities to check off items on our October to-do lists! Here are a few timely topics that you might want to focus on the rest of this month…

At an historic estate in the foothills of the Blue Ridge Mountains, Cole DeLucas and his fiancé Emily began a new chapter of their lives together as husband and wife. Their special day was a beautiful and deeply personal celebration of their love, and we are honored to share these photos of the joyful newlyweds engulfed in wedding bliss. Congratulations, Cole and Emily – we wish you a lifetime of love and happiness!

Through the challenges of the past year and a half, we’ve learned that strengthening our sense of hope can come from a wide variety of sources including loved ones, our furry friends, hobbies, sports, and travel, among other things. For new hire Sydney Woodward, she finds hope in art; the old and the new, creating and admiring. The pandemic has allowed Sydney to spend more time than ever before putting her paintbrush to paper, which was a great way for her to illustrate her continued hope for the future. With the world opening back up, she looks forward to returning to art museums so she can soak in others’ expressions of hope. Thank you for inspiring us with your talent with us, Sydney!

Today is the final day to file your 2020 tax returns. For those who have recently filed their return, we are writing to request that you send us a copy of the final documents. Having this information on hand is important for us to provide accurate tax-related advice through the rest of the year including analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. Please send us the document using one of the secure methods described here.