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2019 Client Service Calendar copy

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2019
Client Service Calendar

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

Color Key: 

Investment Operations

Client Communications

Financial Planning and Reporting

January 

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

Q1

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

2018 Capital Gains Tax Reporting Summary & Performance Reports Available

February 

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 

March

Friday, March 1st 
Private Client Newsletter

Deliver Official Tax Documents

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

Internal Investment Committee Review & Research Meeting
 

TD Ameritrade LINC Conference

February 4-8 San Diego, CA

Q2

April

May

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   

June

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

Like us on 
Facebook.com/DynamicWealthSolutions

Friday, April 16th 
Good Friday - Markets Closed 

July 

Monday, July 1st 

Private Client Newsletter 

Q3

August

Q2 Performance Reports Available 

*Wednesday, July 3rd 
Independence Day Observed 
NYSE/NASDAQ 
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 

September

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
 

Q4

October

Tuesday, October 1st

Private Client Newsletter

Q3 Performance Reports Available 

Top Themes

  • Year-End Financial Planning

  • Tax Loss Harvesting

  • Performance Review

November

December

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 www.Kitces.com 

*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