April 2019 -- Issue #19
A Word from the CEO

Happy Passover! All of us here at the JRB wish you and your family a joyous celebration full of family and love.

Before you put the 2018 tax season behind you, read our Tax Tips for 2019 article. The article highlights strategies for reducing the taxes you'll pay this year. Your 2018 tax filing can provide insight into which of these approaches may make sense for you.

As I meet with plan participants, I see that market volatility remains a concern. For those earlier in their careers, time generally resolves the investment challenges volatility creates. Historically, equity markets have rebounded and, long-term, equities have outperformed fixed-income investments. Is the answer the same for those within 5-10 years of retirement? Our article, Managing Market Volatility Near Retirement, provides perspective on this question.

Want to re-read an article that appeared in a past issue of the JRB Financial Pulse or see what topics you may have missed? Visit the JRB Financial Pulse Archive.

To answer questions about the articles in this newsletter or to discuss your financial plan, please call me at 888-JRB-FREE (572-3733).

Hag Pesah Sameah,
Act Now to
Reduce Your 2019 Taxes
Want to reduce the federal taxes you pay? This is the time to establish a tax reduction plan for your 2019 taxes. Our article offers insight into some popular strategies.
Managing Market Volatility
Near Retirement
Market volatility affects those within 5-10 years of retirement differently than those with a longer time horizon. This article discusses how those closer to retirement can balance equity investing with principal preservation.
Coming Soon!
Israel Bonds Offering
  • Invest in Israel
  • Honor a fund drive pledge
  • Diversify your portfolio

Watch Your Email for Details
Montreal, Canada - May 5-8 Mitch will attend the Rabbinical Assembly Convention at the Omni Mont-Royal Hotel. Schedule an appointment.

Louisville, Kentucky - May 19-23 Mitch will attend the Cantors Assembly Convention at the Louisville Marriott Downtown. Schedule an appointment.

Make an appointment to speak with Mitch to discuss how to achieve your financial and retirement goals.