Do you know what days the market closes for 2019? 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 publish 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!).
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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