Get Ready for Give to the Max Day by Preparing a Giving Plan
On November 18, 2021, Minnesota will celebrate its annual giving holiday, Give to the Max Day (GTMD). In the 12 years since Give to the Max was started by giving website GiveMN.org, donors have given over $200 million to more than 10,000 nonprofits on this day. Donating on Give to the Max Day is a […]
2021 Important Year-End Deadlines
To help ensure year-end strategies and appropriate paperwork are executed in time, TD Ameritrade deadlines are below. Please be aware that some deadlines are 2-3 weeks earlier than previous years. Required Minimum Distributions (RMDs): December 1 Roth IRA Conversions: December 1 Establishing a 2021 Qualified Retirement Plan (QRP): Plan sponsor’s tax filing deadline, plus extensions […]
How Autumn’s Market Activity Could be Setting the Stage for 2022
There was plenty of market turmoil in September, followed by a more positive October. What could that mean for the future? With earnings season wrapping up, David Webb, Director of Investment Management and a leader of our Investment Committee, and Senior Advisor and Investment Strategist John Foster take a look at recent market activity […]