Nov 17, 2020

Year-End Tax Planning

By Kara Murphy, CFA® Chief Investment Officer

2020 has undoubtedly been a year of change, from COVID-19 to the election, as well as a number of tax-law changes.

Watch this short video to learn more about what you should be considering when it comes to your investments.

Remember that your financial advisor can help you navigate through these challenging times. Reach out if you have any questions or concerns about your financial plan.

Kara Murphy
ABOUT THE AUTHOR

Kara Murphy, CFA® Chief Investment Officer

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.

The information contained herein is intended for informational purposes only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances. Please contact your financial adviser with questions about your specific needs and circumstances.

Information and opinions expressed by individuals other than GS PFM employees do not necessarily reflect the view of GS PFM. Information and opinions expressed in this article are as of the date of this material only and subject to change without notice.