Client Update – June 2019


I hope your summer is starting off well! I just wanted to send you a quick note to update you on a few things.

After the strong first quarter recovery from the end-of-2018 market correction, we had a tough month in May. There also has been a lot of news about how the U.S.-China tariff war is going to affect the market. I have attached a piece to this email which I really think gives some good perspective.

Attachment: Trade War Hysterics

If you are over 70 ½ and you make charitable contributions, you may be concerned about how your tax treatment has changed with the new tax laws in place. However, we may be able to help you obtain favorable tax deductions in spite of this, using a strategy that involves your annual required minimum distribution. If you fall into this category, please call us so that we can talk about your options.

Our family has a very eventful summer planned. My daughter Colette is involved in a theatre camp production of “Willy Wonka” and my son Keegan is taking a hiatus from soccer to participate in a rowing camp. My 19-year-old, Caleb, is starting his second year of college and transferring to THE Ohio State University in the fall. Finally, a large number of clients are retiring from the school boards this year, so our office is a bit busier in the summer months than most businesses.

Have a peaceful and blessed summer, and do not hesitate to call us if you need anything. We truly appreciate having you as a client!


Jamie Freeman, CFP®, AIF

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