Newsletter Issue: Vol 8 Issue 10
October 2019
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Spooky Times in the Neighborhood and
on Wall Street  
The best Halloween I ever had was when I was 9 years old. I put together a costume at home probably inspired by a fairy tale. I was a hunter with bows and an arrow. I painted my face. My parents gave me instructions on how to stay safe. Those heart-thumping Halloween nights remind me a bit of the investment markets these days. 
Kristin Rodriguez
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End of Year Money Moves
Have there been notable changes in your personal or professional life in 2019? Even if your 2019 has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can manage your tax bill and/or build a little more wealth. You want to review your finances before this year ends and 2020 begins.
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IRS Releases Draft of Tax Form for Seniors
The I.R.S. is working on Form 1040-SR, an income tax form for seniors. Forbes shows us a draft of what it looks like.
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Monthly Economic Update
September brought an economic event that was widely expected: a quarter-point cut in short-term interest rates by the Federal Reserve. On Wall Street, the turbulence of August gave way to a bit more stability in September, and equities made strides.
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