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HIPPO Tax Services - The Year-Round Approach to Taxes

Why dedicate a “season” to taxes when they should be monitored year-round? At HIPPO Tax Services, service is year round not seasonal. Whether you are interested in solely tax services or aligning your investments with a tax strategy, HIPPO is here to help.

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Don't Miss Out on Year-End Tax Planning

While many of us may not want to look back on 2020, this year has opened up a number of possibilities when it comes to planning for your taxes. Congress passed several extensive laws to benefit individuals and businesses that have suffered hardship due to the Coronavirus.

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Inside Investment Management

Curran invests in a limited number of great companies, creating a portfolio of between twenty and twenty-five extremely strong positions. Instead of investing in an endless galaxy of companies, we prefer to invest in the best.

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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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