December 2017 Note from the Principals

As our leftover turkey reserves go down and our holiday decorations go up, we reflect on the year that was and begin to look ahead to what comes next. Having introduced technology that helped improve your online experience, protect your identity, and expand your access to alternative investment options offered through online portals, we at New Direction could not be more excited for what lies in our future. We look forward to continuing these innovations and anticipate other positive changes to our company in the coming months.

In the meantime, we hope you’ll take a few moments to address some end-of-year matters if you haven’t already. By initiating your required minimum distributions (if applicable) and fair market valuations sooner rather than later, you can be sure to have more time with friends and family as 2017 comes to an end. For more information about these transactions, please don’t hesitate to contact our office.

From all of us at New Direction, we hope you and yours have a wonderful holiday season and look forward to a spectacular 2018!

Warmly,
Bill Humphrey & Catherine Wynne

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