February 2019

2019 TAX SEASON 1099 CONSOLIDATED STATEMENTS

Submitted by Connecticut Wealth Management, LLC on February 14th, 2019

To help you plan for the preparation of your income tax return, please find below the mailing schedule for your 1099 consolidated statements from LPL Financial. LPL Financial mails 1099 consolidated statements in waves to account for various deadlines and income variations so that your tax information is timely, accurate and reliable.

Investment Committee: Target Portfolio Changes

Submitted by Connecticut Wealth Management, LLC on February 4th, 2019

We hope that you and your family kept warm as the Polar Vortex sunk its teeth into the northern part of the country. Our investment committee has been busy sinking its teeth into economic and market data after an eventful and volatile 2018. We have shared our current approach to the investment environment in our latest blog post.

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February 2019