BGA Wealth Monthly Digest

IT’S TAX TIME!

Questions about which documents to expect and when?

To receive a comprehensive list of tax documents relevant to your personal investments from your financial advisor, please email Theresa Kovach at [email protected].

This list will include the anticipated mailing date for your documents.

This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website. Past performance is not a guarantee of future results.