Financial Guides

Do you know what days the market closes for 2021? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end?

Each year brings with it a host of new dates, deadlines, and observances to track. But I like to keep things easy, so I will be sending you a postcard once a quarter with the key financial deadlines that every investor needs to be aware of. It lists critical tax and investment deadlines, market closures, and other important dates.

But it’s also kind of fun. In addition to the financial deadlines, we’ve included most major holidays as well as more enjoyable observances, like the dates of major sporting events and such special observances as Cybersecurity Month, Teacher Appreciation Week, and Relaxation Day (we all need one of those each year!).

As always, if there is ever anything you need, please don’t hesitate to get in touch.

Download the Winter 2021 Guide below.