Month: March 2019

Monthly Newsletter – March 2019


Our March newsletter provides insights on relevant and timely topics we hope you find value reading. With tax season around the corner, we share the latest insights from RRBB Accountants & Advisors. We also share BlackRock’s latest retirement insights along with the latest market commentary from Pacific Asset Management.

RRBB March Newsletter

Tax season is in full swing. Early reports from the IRS indicate that, on average, refund amounts are down compared to last year. If this is you, the first article lays out some reasons for the change. This issue also includes a warning to business owners to file their taxes on time, tips to keep your monthly bills in check, and some exciting board games to try. The full newsletter is in the link below:

RRBB March Newsletter

BlackRock Insights – Retirement Concerns

Retirement planning has evolved from a world where pensions and Social Security paid for retirement to a world today where people are living longer and need to depend on their own savings.

Consider the following:

One-third of Americans have less than $5,000 set aside for retirement

Most people born today will live to be 103

90% of the world’s data has been created in the last two years

More than 40% of millennial’s don’t have access to an employer- sponsored retirement plan

Source: BlackRock

Click the link below to read the full article from BlackRock:

BlackRock Insights – Retirement Concerns

Monthly Market Commentary

Our partners at Pacific Asset Management share their latest Market Commentary.  Please click the link below to read the latest monthly commentary:

Pacific Asset Management – March Commentary