The Rand Group Update: Spring Edition

By TRG Advisors on April 23, 2021

2021 is upon us and with it, comes the promise of great growth and change. As part of our own expansion and growth, we’re excited to launch our Quarterly Newsletter, The Rand Group Update, which is specifically designed to inform you of company updates, market news, and to be used as a platform to keep you in the loop on what we’ve been working on at The Rand Group.

At The Rand Group, we are dedicated to helping individuals and families, small business owners, and corporate executives navigate strategic financial decisions and guide them through life transitions. A thoughtfully constructed financial plan takes a holistic view of wealth management and understands how each puzzle piece interacts with others.

Congratulations Are in Order

We are proud to announce that Joel Rand has been listed on the Forbes’ 2021 list of the Best-In-State Wealth Advisors. Read more here.

Jared Walker, our Wealth Service Associate, passed his Series 7 Exam in January!

We Value Your Input

We would like to know how often you’d like to hear from us and how you would prefer to stay up-to-date with TRG! Let us know!

We Owe It All to You

Last month, we celebrated the fifth anniversary of launching our own independent, fiduciary advisory firm! Thank you to our clients and referral partners for their continued trust and the opportunity to serve you each day. Here’s to many more years of growing together!

New Faces in Familiar Places

Say hello to the newest member of The Rand Group family, Sarah George, who joins us as our Marketing and Communications Associate.

This vs That

We recently launched our newest email series, This vs That – a comparison between common terminology, both related, yet different, and we’re here to break it down for you. Check out our posts on Health Savings vs. Flexible Spending Accounts here and our post on Traditional vs Roth Retirement Accounts here.

May 17 is the new IRS Tax Filing Deadline – what does this mean?

The IRS postponed the tax filing deadline to May 17 from April 15. This will give taxpayers more time to file tax returns and settle bills. The extended deadline applies only to federal income returns and taxes.

Before scheduling an appointment with your CPA, make sure you have all your required tax forms. Please do not hesitate to contact us should you have any questions. As always, we look forward to assisting you through this tax season.

ICYMI: Check out our 2021 Tax Reference Guide. It provides a summary of the current tax brackets, contribution limits, deduction limits, and available tax credits. Also, keep an eye out for upcoming posts on potential tax law changes now being considered.

We Leave You With a Word From Our Partners…

“With the arrival of Spring we are starting to see the signs of new life and growth all around us. Not just in nature, but we are also starting to see signs of the dark, Covid winter beginning to thaw. People are venturing out of their hibernation a little – dipping their toe into what was considered normal fourteen long months ago. We are starting to see more activity in retail and restaurant venues, some gatherings, and more recreation. Even those of us who could enjoy the outdoors throughout this ordeal are starting to see more smiles and less fear from those we encounter walking our dogs, out on our runs and bike rides, or on our adventures to the grocery store. (Even if only to see the crinkling of eyes or a muffled “Good morning!” through a mask). Discussions have turned away from “Will there ever be a vaccine?” and toward “Which vaccine?” And with all this, financial markets and the economy in general are showing signs of life and growth as well…” Continue Reading

Disclosure

The Rand Group is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of The Rand Group or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf. Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.

The Rand Group is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

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