The Good Life | December 2020
We hope you all enjoyed a great Thanksgiving, even if it may have looked a bit different for your family this year. As November has come to a close client meetings are currently still being held online or via phone - whichever is preferred - to keep everyone in good health.
WEBINAR (Part 3/4)
The 2020 Election is Over |
What's Next? - Investments
Wednesday, December 2
12:00PM - 1:00PM EST

Join us as we hear from Robert Carey, CFA the Chief Market Strategist – First Trust, he will share his thoughts on what's next for investments after the election followed by Q&A. 

Bob has over three decades of experience as an Equity and Fixed-Income Analyst and is Chief Market Strategist.

Bob travels throughout the United States and Canada giving brokers and investors clear and concise analysis in understanding the markets, current trends and what he believes are opportunities today and beyond. As a guest on television and radio programs including Bloomberg TV, CNBC and Chicago’s WBBM Newsradio 780’s Noon Business Hour, Bob imparts his views to a large audience.
He has also been quoted by several publications, including The Wall Street Journal, The Wall Street Reporter, Bloomberg News Service and Registered Rep.

He is a recipient of the Chartered Financial Analyst (CFA) designation, and is also a member of the CFA Society of Chicago and the CFA Institute.

Bob is a graduate of the University of Illinois at Champaign-Urbana with a BS in Physics.

WEBINAR (Part 4/4)
The 2020 Election is Over | What's Next? - Tax Planning
Wednesday, December 9 | 12:00PM - 1:00PM EST

Join us as we hear from Angelique K. Boulis, CPA, Senior Tax Manager - Maloney + Novotny LLC, she will share her thoughts on what's next for tax planning after the election followed by Q&A. 

Angel joined Maloney + Novotny (formerly Wolf, Rogers, and Dickey) in the fall of 2010. Prior to joining the firm, Angel worked in both private industry and public accounting. Angel has experience in providing a variety of business and tax services. She helps small businesses plan for the future by offering accounting and tax planning strategies that will save them money and increase their profits. 

Angel brings to Maloney + Novotny the firsthand knowledge of the difficulties of small business owners/CFOs trying to run a business and being pulled several directions at once. Using her six years of experience as a CFO of a privately held company, she can better understand the stresses of a business owner. Angel enjoys helping business owners and management understand how to streamline their accounting tasks to make them more efficient on training others to assume the daily accounting to lessen the business owner’s day to day worries.  

Angel obtained her Bachelor of Business Administration degree in 1994 from the University of Cincinnati, College of Business Administration. She is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs. Angel also currently serves on the Board of Directors and as Treasurer for several Delaware non‐profits: Grace Clinics of Ohio, Inc., Highpoint Community Outreach (founding director) and ConneXus Performing Arts Association, Inc. 

Looking for a way to share your blessings locally during the holidays?

McCarthy & Cox will match the first
$1,500 of client donations to United Way!

United Way of Union County (UWUC) provides critical funding for 26 local partner agencies.

UWUC partner agencies meet the needs of the UWUC’s four impact areas; Economic Stability (food and shelter); Access to Health (ex. prescription assistance and peer counseling for mental health); Childhood Success (ex. Dolly Parton Imagination Library, Girl Scouts, and Boy Scouts); and Senior Engagement (ex. Richwood Civic Center and Union County Neighbor to Neighbor).

Annual Care Train Auction
The Care Train Live/Online Auction will be held on Friday, December 11, 2020.

Bidding for the online auction begins TODAY, Monday, November 30 and concludes Friday, December 11. The live auction is taking place Friday, December 11 at 6:00PM ONLINE. 

To bid on an item you will head to CareTrain.org and click on the Auction & Concert icon. By clicking on this icon you will be taken to auction info, everything you need to know from registering to paying for your items.
Save the Date
Sunday, December 13 | 7:00PM

We have a special gift for you and your family this holiday season, which will also serve as a way to give back to the community through Care Train. Christian contemporary artist, Building 429, will be performing live from Nashville in a special online performance. We are helping to underwrite the costs so all funds raised can benefit Care Train.


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Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.