top of page

Dog Days of Summer - It's Not Too Early to Plan Ahead for Year End

With the “dog days of summer” well underway, the thought of winter weather and the hectic holiday season may be the last thing on your mind. Before the December rush, we suggest you consider completing your year-end transactions, such as taking your IRA Required Minimum Distribution (RMD) and making your annual charitable or family gifts early this year. Completing these transactions during these "dog days of summer" can help make your holiday season a little less stressful. Please reach out to your Portfolio Manager or our Client Service Team to get a head start on these transactions.

To read about the history and origin the phrase “dog days of summer”, enjoy this article from Farmers' Almanac.


bottom of page