Dear Clients and Friends,
Welcome to February! There's a lot of content this month. To highlight a few good reads, keep scrolling to find the annual Year in Review letter, our quarterly investment commentary, and tips on setting goals for the new year.
We also invite you to join our annual investment presentation on Feb. 18th, RSVP below.
And new this year - The Center welcomes 2 partners to join our leadership team. We put together a special video so you can learn more.
Wishing you all an early Happy Valentine's Day!
Your Center Team
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2021 Economic & Investment Update
Let's review the ending of 2020 and look ahead at coming year...including what we could expect from President Biden. Join us on Feb. 18th at 11AM.
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Firm Announcement:
2 New Partners
The Center adds 2 firm partners, Lauren Adams, CFA®, CFP® and Matt Trujillo, CFP®. Get to know them better and how the impact the firm!
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2020 Year In Review Letter
By Tim Wyman, CFP®, JD
How do you describe a year like 2020? Historic? Unique? Unprecedented? Our managing partner sums up the past year in The Center's annual letter.
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Q4 Investment Commentary
By Your Investment Team
Closing the books on an eventful 2020...read for a market and economy update...details on COVID-19, Tesla, and Bitcoin...as well as what to expect from the Biden Administration.
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FireEye, SolarWinds, and The Center
By James Brown
A cybersecurity update: A product not used by The Center, but by one of our vendors
was compromised. After a thorough review, we have no direct concerns.
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Helping You Set Your Financial Goals For The New Year!
Kali Hassinger, CFP®, CDFA®
How to set sustainable financial goals for 2021!
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Tying Up Loose Ends Post-Divorce: What’s Your Game-Plan?
By Jacki Roessler, CDFA®
Once your divorce is finalized, here are some post-judgment tasks to take care of right away.
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By Robert Ingram, CFP®
The most updated figures for retirement account contribution and income eligibility limits from the IRS.
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How to Decide Where to Live in Retirement
By Sandra Adams, CFP®
You should consider these factors when choosing a place to live in retirement.
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DRT Virtual Homecoming
Do you enjoy the theatre? Register now for this free virtual performance by the Detroit Repertory Theatre on March 5th. The Center is a proud sponsor of the event.
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Charitable Recognition
Kali Hassinger, CFP®, CDFA® and Jaclyn Jackson, CAP® are involved in Impact100 Metro Detroit – an organization that provides grants to local nonprofits. In a recent initiative, members raised $252,000 for their “Big Give” event in May. Over the next several months, they will review each grant application and select finalists in each of their five focus areas.
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Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900
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The opinions of the speakers are not those of Raymond James or Center for Financial Planning. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
The information contained in this email does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Diversification and asset allocation do not ensure a profit or protect against a loss.
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