Monthly Note

Hello,

March already! The year is flying by. The markets seem to be mellowing out and we’re starting to see some more down days, which is not always a bad sign. The market is most scary when it does nothing but go up. A little bit of volatility isn’t always a bad thing.

Most tax documents should be done and if you have any questions about whether you have them all or where they all do not hesitate to give me a call, 208-534-7659.They should be available online if people use their online login, or I can always print them here and get them to you easily.

The news relating to COVID seems more and more positive, which is hopeful, but I guess only time will tell. As I talk to clients it seems like vaccines are becoming relatively common, which I’m happy to hear.

I really don’t have too much to pass. Tax season is always busy around here, but don’t hesitate to reach out to use if you need anything. I am working through account reviews and reaching out to folks along our standard plan and schedule. I hope everyone has an excellent end to winter and start of Spring!

Opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries and companies. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss.