2019 Client Service Calendar copy

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Client Service Calendar

Presented by Dynamic Wealth Solutions LLC
Prepared by Chief Compliance Officer Timothy Hooker, AIF® 

Color Key: 

Investment Operations

Client Communications

Financial Planning and Reporting


Monday, January 1st 
New Year's Day - Markets Closed


Monday, January 21st
Martin Luther King Jr. Day 
Markets Closed 

2018 Capital Gains Tax Reporting Summary & Performance Reports Available


Friday, February 1st Private Client Newsletter 

Monday, February 18th
Washington's Birthday 
Markets Closed 

Top Themes

  • Tax Preparation

  • IRA Contributions

  • Model Rebalancing

"2019 Investor Outlook" sent via email January 2nd 


Friday, March 1st 
Private Client Newsletter

Deliver Official Tax Documents

Need to schedule an appointment? Visit for fast and easy booking. 

Internal Investment Committee Review & Research Meeting

TD Ameritrade LINC Conference

February 4-8 San Diego, CA




Wednesday, May 1st 
Private Client Newsletter 

Top Themes

Monday, April 1st
Private Client Newsletter 

Monday, April 15th 
Tax Day

Q1 Performance Reports Available

  • Tax Filling 

  • Internal Technology Systems Review 

  • Quarterly Meetings

Monday, May 27th 
Memorial Day - Markets Closed   


Monday, June 3rd 
Private Client Newsletter 

Annual Insurance Review & Estate Planning Check-In

Internal Investment Committee Review & Research Meeting

“The harder you work, the luckier you get.” 
– Gary Player

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Friday, April 16th 
Good Friday - Markets Closed 


Monday, July 1st 

Private Client Newsletter 



Q2 Performance Reports Available 

*Wednesday, July 3rd 
Independence Day Observed 
Market Hours 9:30am-1pm

Thursday, July 4th 
Independence Day 
Markets Closed

Mid-Year Financial Plan Check-In & Update

Thursday, August 1st

Private Client Newsletter 

Rebalance & Review Outside 401(k) Investment Accounts 


Monday, September 2nd
Labor Day - Markets Closed

Top Themes

  • Mid-Year Market Outlook

  • Model Rebalancing 

  • Quarterly Meetings

Tuesday, September 3rd 

Private Client Newsletter

"Liquidity is oxygen for a financial system."
- Ruth Porat

Internal Investment Committee Review & Research Meeting



Tuesday, October 1st

Private Client Newsletter

Q3 Performance Reports Available 

Top Themes

  • Year-End Financial Planning

  • Tax Loss Harvesting

  • Performance Review



Friday, November 1st

Private Client Newsletter

Monday, December 2nd

Private Client Newsletter

**Thursday, November 28th 
Thanksgiving - Markets Closed 

***Wednesday, December 25th 
Christmas - Markets Closed

Tuesday December 17th final day for account distributions or RMD's 

Tuesday December 31st 
Tax Loss Harvesting Day

National Financial Planning Month

Year-End Tax Planning Check-In

Tuesday, October 15th
Tax Extension Filing Deadline

Connect with us on Instagram @DynamicWealthSolutions

Stay sharp in 2019. Download and save this PDF for your personal records.

Investment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment advisor (1-844-397-7767).

Source: Michael Kitces 

*Each market will close early at 1:00 p.m. (1:15 p.m. for eligible options) on Wednesday, July 3, 2019

** Each market will close early at 1:00 p.m. (1:15 p.m. for eligible options) Friday, November 29, 2019

*** Each market will close early at 1:00 p.m. (1:15 p.m. for eligible options) on Monday, December 24, 2019