January 2020

1099 Forms: Explaining these ubiquitous forms and their uses

Submitted by Kaizen Financial Advisors, LLC on January 31st, 2020

If you are not already receiving 2019 tax forms, you may receive some soon. 1099 forms are sent out by banks and brokerages in January. Sometimes 1099s are restated, and you may receive an updated version in February.

2019 Economic Review

Submitted by Kaizen Financial Advisors, LLC on January 10th, 2020

2019 RECAP

Federal Reserve shifts into expansionary monetary policy
U.S. stocks have a banner year with the S&P up 31.5%
Modest improvement in the U.S-China trade dispute
Economic data improving, reducing the probability of near-term recession

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January 2020

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Why hire us now? Three simple reasons: