Happy 2022!!!

Greetings!

Happy New Year! I hope your New Year celebrations were the perfect way to close the holiday season and welcome prosperity for 2022.

I'd like to thank everyone who helped in our 2021 holiday donation drive for Philly Bully Team. We will soon be delivering to their organization and are excited for them to see all of their new goodies thanks to your kindness and generosity.

Looking back, 2021 was a wonderful year of charitable donations for incredible causes. On behalf of our clients, our CURO family donated to the following organizations:

Freedom Readers

National MS Society

Paralyzed Veterans Of America

Special Olympics New Jersey

Southern Poverty Law Center

Cafe Of Life

The Black Cat Cafe

Breathing Room Foundation

Flemington Presbyterian Church

Planned Parenthood

Fisher House

Iowa MOST

Unite For HER

Doctors Without Borders

Trenton Cats Rescue

...and many more! We look forward to continuing to support the causes that mean the most to you.

In CURO news, as we continue to navigate the pandemic, our office is open Tuesday through Thursday each week while we maintain a hybrid schedule. Meetings are still available both in-person or virtually and we are happy to accommodate what makes you and your family feel most safe.

Until next time, wishing you health, wealth, and happiness.

Marianna

Our Purpose Is Simple:

To help you curate a wealthy life, and achieve the financial balance and independence for which you strive.

In The News:

Market Commentary:

Solid December Caps Off A Strong Year For Markets

Markets rallied to finish out the year, with all three major U.S. indices notching gains for the month, quarter, and year. The S&P 500 gained 4.48 percent in December, which contributed to an 11.03 percent return for the quarter and a strong 28.71 percent gain for the year. The Dow Jones Industrial Average (DJIA) returned 5.53 percent in December, 7.87 percent for the quarter, and 20.95 percent for the year. The Nasdaq Composite experienced some turbulence, but the technology-heavy index managed a 0.74 percent return in December. It posted an 8.45 percent return for the quarter, and a 22.18 percent gain for the year.

Read Full Market Commentary

Accessing Your 2021 Tax Documents

Tax season will be here again before we know it. We understand the importance of organizing all of your information, so we have created step-by-step instructions for how to access your 1099 and 5498 Tax Forms for 2021. These forms will be available to view, download, and print for your records in early March. Click the button below for more information.

Click To Access Your 2021 Tax Documents

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