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October has arrived, and amid a year of tremendous uncertainty, it’s never wrong to plan. Whether you’re planning for Halloween, which is right around the corner, or 2021 family vacations, our co-founder, Zachary Bouck, CIMA®, is here to help.
Stay in Touch:
The four types of luck [0:25]
As of 2018, there are approximately 11.8 million Americans with a net worth of at least $1 million1 [1:31]
Savvy Halloween shopping [3:40]
2021 vacation shopping [6:37]
What’s going out of season? [8:23]
Break out the bucket list [9:56]
What’s important to you and your family? [11:54]
Zak sings Jingle Bells [13:01]
We hope you may be able to put these tips to good use. As we transition into the new year, our team is available to help you. Call our office at (303) 261-8015 to discuss any financial questions or concerns you may have—let’s make 2021 an excellent year!
Source: 1Spectrum Group. “Press Release – Spectrum Group’s 2019 Market Insights Report Reveals 10th Consecutive Annual Increase in Wealthy American Households – March 12, 2019” (Accessed 2 October 2020)
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All investing includes risk including the possible loss of principal. No strategy assures success or protects against loss.
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.
Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Any investment should be consistent with your objectives, time frame and risk tolerance.