My Calendar

February -- initial 1099's due out

February -- Reviews of investment performance for tax reporting. Food Depot Souper Bowl.

March -- final 1099 corrections expected.

April -- Future planning for cash flow, tax situations and investment time horizons.

May and June -- Research on investment opportunities.

July 4--Pancakes on the Plaza fundraiser for Santa Fe Rotary Club Foundation

July and August -- Annual reviews of investment plans

September -- Pete Levya Memorial Golf Tourny benefit for the NM Boys and Girls Ranches.

September and October -- Selection of suitable investment opportunities for the coming year.

November and December -- Implementation of investment plans with select opportunities.