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07Nov
Vital Information for Hurricane Victims
Economy

I am hopeful that the information in this blog will be helpful to anyone who sustained damage from Hurricanes Harvey, Irma and/or Maria.  We want you to know that Resonate stands ready to serve as a resource for you.While we are not tax advisers, the information below is a matter of public record.  We are simply committed to offering timely information for you.

Hurricane victims are entitled to take casualty losses even if they do not itemize.

Uninsured personal losses in excess of $500 may be deducted without regard to the “10%-of-AGI ” offset.

If anyone lost tax records, they can use the free “Get Transcript” online tool, which prints a summary of key tax information.  Of course, any Resonate clients using the offered online services of the RESLink Vault and/or Everplans would already have these records stored electronically for easy access.

If actual returns are desired, send a written request to the IRS by using Form 4506.

To expedite a reply, in red ink at the top of the form write the name of the hurricane that impacted you.

For our philanthropically motivated clients, the 50% of AGI limitation is suspended for cash donations to qualified charities serving hurricane victims.

Please contact a tax professional for additional information prior to pursuing any idea contemplated herein.

We hope this information is of value.  Please contact us with any questions.  We are here to serve.

Barbara A. Culver
CFP®, ChFC®, CLU, AEP®
Resonate, Inc.
(513) 605-2500

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22Mar
Special Client Appreciation Event – May 17, 2017
News and Events

You and a guest are cordially invited to a special event!

Michael McClary, Chief Investment Officer for Valmark Advisers, Inc. and Lead Portfolio Manager for The Optimized Portfolio System (TOPS) will be our guest speaker for this spring event!  Michael, entertaining and engaging, will provide important insights on the topic of “What to expect in the way of new legislation and policies from the Trump administration” and perhaps more importantly, how investment portfolios need to be positioned.

Michael will focus on current topics impacting investment strategies for both retirees and pre-retirees.   Please keep this in mind as you think about whom to invite as your guest.

We are providing two opportunities on May 17th – Please choose the one most convenient for you.

Location:

Cooper Creek Event Center

4040 Cooper Road, Blue Ash, Ohio  45241
(corner of Cooper and Plainfield)

Plated Luncheon
11:30 AM – 1:00 PM 
Evening Reception

5:00 – 6:00 PM Appetizers and Drinks

6:00 – 7:00 PM Guest Speaker

Please R.S.V.P. to Steve Read at 513-605-2500 ext. 214 or steve.read@resonatecompanies.com

by May 11th, 2017.

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21Feb
Some Interesting Insights Thus Far for 2017
Blogs / Articles

As our nation and the world continue to watch the actions and react to the rhetoric of the new Administration in Washington, we have already witnessed some incredible activity.

From the resignation of National Security Advisor Michael Flynn to Kim Jong Un’s missile launch, we are witnessing daily tests – both domestic and global.

How is this influencing the markets?

  • Emerging market (EM) assets outperformed, U.S. Treasury yields fell sharply during the last week of January, and U.S. value stocks underperformed a flat market.
  • Political uncertainty sent French and Italian government bond yields to multi-year highs relative to their German peers.  Half of the European firms that have reported earnings have beaten estimates.
  • Oil fell to a near three-week low under the pressure of growing U.S. crude inventories, but pared some losses. China’s PMI data showed expansion in both services and manufacturing sectors.

And what might be coming?

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17Jan
Expect These Campaign Promised to Be Kept
Economy

In my previous blog, I shared which campaign promises are expected to be broken.   This blog covers the ones expected to be met.

(Source: The Kiplinger Letter November 11, 2016.)
  1. Domestic oil, gas, and coal production will be more in favor. Drilling in new regions as well as offshore will be favored.
  2. He will push hard for more spending on infrastructure.
  3. Trump will try to overhaul financial regulations in order to boost bank lending. (Dodd-Frank is at risk.)
  4. The Trump isolationist stance will force European nations to spend more on their own defense and security needs.
  5. Trump is likely to rip up the Iran nuclear deal and issue new sanctions.


Barbara A. Culver

CFP®, ChFC®, CLU, AEP®
Resonate, Inc.

(513) 605-2500

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