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Every week we update our blog Curran Views. Our topics of discussion range and all categories can be found listed below. Please feel free to contact us with comments or suggestions for topics you think we should discuss.

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3Q20 Quarterly Letter

I have been pondering over the content for my 3rd quarter letter for the past few weeks. While I ponder, I am being asked about investing during the period immediately before and following the Presidential election.

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Inside HIPPO Tax

We are excited to announce our first YouTube video Inside HIPPO Tax has been posted through our Inside Curran series on our YouTube channel “Curran LLC.” We believe that taxes are an integral part of an overall financial plan.

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Curran Connections: Youtube

We are happy to announce that Curran will begin using YouTube as a more engaging way to connect with our clients and friends. Finding new ways to engage with our clients is continuously at the forefront of our minds.

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Video Conferencing With Clients

Many people have begun using video conferencing as an avenue of communication since the outbreak of the coronavirus pandemic. As a result, we have seen a major shift in the way we work, interact with others and go about our daily lives.

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Curran Investment Management Receives Top Guns Designations

Curran Investment Management (CIM) has been nationally recognized for its investment performance. CIM was awarded multiple PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

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2Q20 Quarterly Letter

Over the years I have had numerous conversations with our clients that have begun with the question: Tom, what do you think the market will do over the next few months? There are numerous versions of the question but they all are asking me to make a forecast

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How to Make Your Money Last in Retirement

At Curran, we believe in giving every client a panoramic view of their future. Whether you are already retired or just beginning to consider your retirement years, the question "Will I outlive my money?" is most likely a top concern.

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Curran Quality Index

One of our goals is to define quality for investors. We say Curran is Defining Quality. Why is it important? Curran Core Growth started in 1998. Since 1998 there have been three confirmed bear markets. In all three of the bear markets Curran Core Growth declined less and fully recovered sooner than the S&P 500.

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Rising Concerns

On a weekly basis we have been updating our chart plotting the growth rate in Covid-19 against the price of the S&P 500. We are bringing our updates to a close because (at least for now), we have determined that the correlation between the market and Covid-19 daily growth rate in cases has broken down.

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New Rollover Rules for 2020 RMD's

When the US Senate passed the Coronavirus Aid, Relief and Economic Security (CARES) Act in early 2020 it gave many individuals who are required to take RMD’s (Required Minimum Distributions) the ability to halt those distributions for the year. Those that had already taken their distributions and fell into the 60 day rollover window had the option of returning those funds.

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Rising Rate

While more progress needs to be made battling the virus, such as greater acceptance of wearing masks and social distancing, growth in confirmed cases peaked at over 200% when the market set its 52-week low, March 23rd. Nationally, the numbers are encouraging.

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Tax Day, but there's more

A lot has changed since the beginning of 2020. One of those changes just happens to be the date to file your 2019 personal income tax return. Many people have taken advantage of the additional time to file their tax returns which was delayed until July 15, 2020, but it is important to note that this day is more than just the deadline to file your 2019 tax return. It is also the deadline for other tax related filings

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Too fast or too Soon

Nationally, the numbers are encouraging. Digging deeper there is a concern that some states have opened too fast, too soon. Evaluating some states such as Arizona and Texas, where growth in the virus has increased and hospitalizations are rising. It’s uncertain how long this pattern will continue…

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Underlying Concerns

Nationally, the numbers are encouraging and illustrate a modest improvement. Digging deeper there is some concern when evaluating some states such as Arizona where growth in the virus has increased and hospitalizations are rising.

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Greater Testing

On a weekly basis we are updating our chart plotting the growth rate in Covid-19 against the price of the S&P 500. “The ultimate measure of a man is not where he stands in moments of comfort but where he stands at times of challenge.” – Martin Luther King Jr

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Charitable Giving: Weighing your Options

The passage of the TCJA (Tax Cuts and Jobs Act) a few years ago made the topic of charitable donations an even more interesting one when it comes to tax planning. Since charitable donations are an itemized deduction and many taxpayers found themselves in a position where they would no longer be itemizing, it became even more necessary to look at every possibility when it comes to fulfilling the desire to donate while also achieving the best tax outcome.

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Turbulent Times, Rising Market

The chart below illustrates the price movement in the S&P 500 against the growth rate in the CDC’s reported number of Covid-19 cases. “Every human being has four endowments – self-awareness, conscience, independent will, and creative imagination. These give us the ultimate human freedom: The power to choose, to respond, to change.” ~ Steven Covey

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Market Rally Continues

“I like clarity of thought. Don’t get involved in distracting minutiae and details that cloud what your question is, what your mission is, what your mandate is.” Dr. Anthony Fauci On a weekly basis we are updating our chart plotting the growth rate in Covid-19 against the price of the S&P 500.

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