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Educational Series Event
Back by Popular Demand
Be Confident About What's Happening in the World, Nation, and Your Community.
Special Guest Speaker:
Dr. John W. Mitchell
To learn more about this upcoming event and John Mitchell's background,
click here.
Date: Friday, October 21st, 2016
8:30 am - Doors open, breakfast served
9:00 am - Presentation by Dr. John Mitchell
Location: Bellingham Golf & Country Club
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4th Quarter Brief Market Commentary
By Phillip Multop, CPA, CFP
Ever wonder how the presidential election will affect your long-term investments or which political party is best for Wall Street? The answer: A long-term investor looks
past
the election years. Long-term investment success depends more on the strength of the US Economy and not as much on which party occupies the White House during a particular four year term. Long-term investors who begin investing in any election year have generally come out ahead, regardless of the winning party. Let's face it; your time horizon is likely to be much longer than a four year Presidential term.
If you would like to schedule an appointment with one of our financial advisors please contact our office at (360) 671-7891 or
click here.
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Reminder from the Tax Department
Business Owners - Year-End Review
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Michael Lamoreux
CPA, CGMA
Tax and Accounting Manager
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2016 is coming to a close, now is the time to review your year-end tax situation and make sure you are not giving up any deduction opportunities.
Business owners frequently make the mistake of closing out their books for the year before looking into all deductible options, such as the purchase of equipment, software, or employee benefit/retirement plans.
We work to interpret and apply our tax law knowledge so we can provide you with tax planning and preparation services to manage your current and future tax liabilities.
If you'd like to have us review your current situation, please click here.
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Lifestyles
South Africa Mission Trip
Client Feature
Monty & Shawna Bosman
Multop Financial takes great pride in introducing this edition's feature clients, Monty & Shawna Bosman. Monty and his team from First Reformed Church in Lynden recently returned from a mission trip to beautiful South Africa. With long days leading Vacation Bible Schools, coaching, and helping the local community, they gained valuable perspective on issues that still plague our world to this day. To read more about their dedicated efforts, please
click here.
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Upcoming Holiday Hours
Friday, November 11th - CLOSED
Thursday, November 24th - CLOSED
Friday, November 25th - CLOSED
Friday, December 23rd - 9:00 am - 12:00 pm
Monday, December 26th - CLOSED
Friday, December 30th - 9:00 am - 5:00 pm
Monday, January 2nd - CLOSED
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Securities and Investment Advisory services offered through Cetera Advisors LLC, an independent, registered broker-dealer and Registered Investment Advisor. Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
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Coming Soon
Economic Outlook!
Be sure to watch out for our updated Fall & Winter 2016/2017 Economic Outlook, which will be intentionally released after the Presidential election results in November. Our Outlook will have more detailed information and economic indicators as well as our position on the market for the next 6-12 months.
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| Onward & Upward
Congratulations Danielle Thomas 
Multop Financial would like to give a big congratulations to Danielle Thomas. Most of you have had the pleasure of being greeted by Danielle at the front desk. Danielle has recently relocated to Seattle as she is preparing for the birth of her first child. We are very pleased that she will be able to work remotely with some of our business building programs and continue to add her talents to our firm's growth and client service.
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Katelyn Lancaster
Front Office Coordinator
Katelyn is a stellar replacement for Danielle at the front desk, and was able to benefit from a few weeks of side-by-side training with Danielle. She looks forward to getting to know all of the clients and becoming a recognizable face at the front desk.
To learn more about Katelyn and her contributions at Multop
click here
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Multop
Fall Recipe
Caramelized Pumpkin Pie
As we get ready to hunker down for the cooler weather, there is nothing that reminds us more of fall then pumpkin pie!
This family recipe from our very own Lauryn Vogt, has been passed down from generation to generation all the way from Norway.
To see the full recipe
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| Regular Hours Monday - Friday 9:00 am - 5:00 pm |
| Multop Financial 2210 Rimland Dr, Ste 101 Bellingham, WA 98226 Phone: (360) 671-7891 Toll Free: (888)-671-7891 Fax: (360) 671-4963 Email: [email protected]
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| We appreciate your business and referrals. Please feel free to forward our current e-Compass to your friends and family. www.multop.com |
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