Client resources & news
July 7, 2020

Every two years, our family spends a week together vacationing under the same roof. It brings us back to a time when my siblings and I were young. Like so many plans, this year’s trip was cancelled. After the initial disappointment, I realized that my family and I have been embracing togetherness and fun all along the last few months. We have been talking and playing more with weekly zooms and other remote activities. Our lives have been full of silver linings.

We hope you and your families have been finding ways to turn the last few months of cancelled plans into positive moments. We would like to invite you to share one thing you have done that has helped you or your family find a silver lining.

Warm regards,
Special Update: Quarterly Report
As a new quarter begins, we look back on an eventful second quarter for households and investors alike – a quarter in which the economy took a mighty hit, while the stock market soared.   Read more about how the second quarter fared and a look at what's to come.
Rollover Relief as Part of CARES Act
On June 23, 2020, the IRS issued Notice 2020-51. This notice has granted additional rollover relief for IRA owners who previously had taken a now-waived RMD in 2020.  Learn more about these CARES Act provisions.
Tax Day
Due to the COVID-19 pandemic, the deadlines to file and pay federal income taxes were extended to July 15, 2020, which is just around the corner! If you haven’t yet, make sure to get your taxes in order or file for an extension. Visit for more information.
We are hosting all client meetings by phone and online, with no onsite meetings at our offices. Before your meeting, we will email you a link (so we can screenshare our presentation) and copies of your latest reports. At the time of your meeting, we will call your primary phone number, so please let us know if your preferred contact number has changed.

Office Update

We have slowly begun to phase a portion of our team back into our office building. At this time, we have not opened our building up to guests. Please continue to call (636-397-8303) or email us for assistance.

“I like to see a man proud of the place in which he lives. I like to see a man live so that his place will be proud of him.”

-Abraham Lincoln

This summer, the Christophers have been trying out brownie recipes. Try our new favorite from Ghirardelli . Kate's daugher gives it two thumbs up. Enjoy!
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