Komich Capital Advisors

For it is in giving that we receive! In Charles Dickens’s timeless classic, A Christmas Carol, two gentlemen approach Ebenezer Scrooge in his office and say: “At this festive season of the year, Mr. Scrooge, it is more than usually desirable that we should make some slight provision for the Poor and destitute, who suffer greatly at the present time.” Indeed, many of us reflect on our blessings during the holiday season, setting aside some time or money for those less fortunate. You may also receive many requests for charitable donations in the mail. If you decide to give back, cutting a check or swiping a credit card is the least tax efficient way to donate. There may be a way to increase the size and impact of your donation on your favorite cause by using more tax efficient ways of giving (sorry, Uncle Sam!) Schedule a meeting to learn more! https://lnkd.in/gTtTdwyQ

This Thanksgiving, we are especially grateful for the trust and support of our valued clients. As we reflect on the year, we are reminded of how fortunate we are to partner with you on your financial journey. May your holiday be filled with abundance, warmth, and joy. Happy Thanksgiving to you and your loved ones! Feel free to share what you're thankful for this year in the comments below. Happy Thanksgiving, everyone!

This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation. Our veterans have shown incredible bravery, dedication, and resilience, ensuring our freedoms and security. Whether serving at home or abroad, in times of peace or conflict, their contributions are invaluable. To all the veterans in our network, thank you for your service.

Planning for retirement is often accompanied by myths that can obscure judgment and decision-making. Today, we’re dispelling four such myths. Swipe to learn more ➡️ One fact remains clear: Our team is here to help our network effectively plan for retirement. Should you have any questions about your retirement strategies, please do not hesitate to reach out.

Happy National Financial Planning Month! We want to take this opportunity to thank our amazing client family for trusting us with your financial planning needs. Your confidence in us means the world, and we’re honored to help you achieve your financial goals. As always, we're here for you. Whether you have questions, need advice, or just want to chat about your financial future, don’t hesitate to reach out. Here's to a month of thoughtful planning and continued success!

As we move through the final 100 days of the year, it’s an excellent time to ensure your financial plans are on track. Swipe through the image for a checklist of essential financial moves to consider. Remember, it’s never too late to make positive changes. If you have any questions or need personalized advice, feel free to reach out. We’re here to help you make the most of these last few months of the year!

This Labor Day, we're pausing to say a huge thank you to our incredible clients. Your support and partnership make our work truly rewarding 🙏 In celebration of the holiday, our office will be closed on Monday, September 2, but we'll be back on Tuesday, September 3, ready to assist you. Wishing you all a Labor Day filled with fun, joy, and relaxation.

As you know, market fluctuations can unexpectedly affect your retirement savings. One way to combat this risk is by transitioning to a more conservative investing approach as you near retirement. However, as inflationary pressures have reinforced over the last few years, it’s essential to balance a less risky approach with the need for long-term growth to keep up purchasing power. It can be a tricky balance to strike but one that our team is adept at navigating. With that in mind, do not hesitate to reach out for guidance on managing market risks and securing your financial future as retirement approaches. We are here to help!

Have you heard of the term “thematic investing?” Swipe for a quick overview ↩️ Interested in diving deeper into thematic investing? We're here to discuss how these trends can complement your portfolio and answer any questions you might have. Feel free to reach out — that’s what we are here for!

… And for the support of this Declaration, with a firm reliance on the protection of divine Providence, we mutually pledge to each other our Lives, our Fortunes and our sacred Honor. Happy Independence Day to you and yours from KCA!