Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2019.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2020
Fair Market Value Statement January 31, 2020
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 18, 2020
REMIC Tax Information Summary March 16, 2020
Revised Tax Information Summary (Forms 1099) On or about March 18, 2020

Work out and recharge this winter - Barre Fusion

Mar 17, 2020 04:00 PM - 04:45 PM Mountain Daylight Time
Denver Athletic Club 1325 Glenarm - Studio 4 Denver , CO , 80204

Please join us for a Barre Fusion Class on Tuesday, March 17 from 4:00-4:45 p.m.

RSVP

Work out and recharge: Rocky Mountain Goat Yoga

Apr 21, 2020 04:30 PM - 05:30 PM Mountain Daylight Time
5555 West Evans Avenue Denver, CO , 80227

Please join us for a fun event with Rocky Mountain Goat Yoga. Arrive 15 minutes early to sign a waiver and hang out with the goats.

RSVP

What you need to know...in 30 minutes or less

Feb 26, 2020 12:00 PM - 12:30 PM Mountain Standard Time
1801 California Street Suite 3900 Denver , CO , 80202

Topic: 2020 Outlook

Join us with guest speaker, Alan Robinson, Global Portfolio Analyst, RBC Wealth Management to discuss the 2020 Outlook.

Lunch will be provided.

 

Investment Philosophy

Our goal is to provide the most timely investment advice once we feel confident that we have a deep understanding of your current situation, your family dynamics, your future goals and how you feel about risk.

We utilize a core plus satellite investment philosophy that combines active investment management, broad diversification, contrarian investment principals and proactive tax strategies to manage portfolios.

Our core portfolios are primarily composed of longer term oriented investments based on modern portfolio theory emphasizing investments that provide cash flow from dividends, interest and distributions to help assure absolute returns in all market conditions.

Our satellite portfolios are built using securities and money managers that we believe have above average appreciation and/or income potential due to existing economic, geopolitical or demographic conditions. We identify these situations using research provided by RBC Wealth Management, independent third parties and our expertise.

We implement investment portfolios using a combination of brokerage and advisory accounts investing in individual securities and with professional money managers to provide the value and flexibility necessary for highly customized portfolios.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about the Schneebeck Hyams Investment Group

Bulletin Board

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.