A Word from the CEO
Happy Passover! All of us here at the JRB wish you and your family a joyous celebration full of family and love.
Before you put the 2018 tax season behind you, read our Tax Tips for 2019 article. The article highlights strategies for reducing the taxes you'll pay this year. Your 2018 tax filing can provide insight into which of these approaches may make sense for you.
As I meet with plan participants, I see that market volatility remains a concern. For those earlier in their careers, time generally resolves the investment challenges volatility creates. Historically, equity markets have rebounded and, long-term, equities have outperformed fixed-income investments. Is the answer the same for those within 5-10 years of retirement? Our article, Managing Market Volatility Near Retirement, provides perspective on this question.
Want to re-read an article that appeared in a past issue of the
JRB Financial Pulse
or see what topics you may have missed? Visit the
JRB Financial Pulse Archive.
To answer questions about the articles in this newsletter or to discuss your financial plan, please call me at
Hag Pesah Sameah,