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TIMING OF TAX YEAR 2018 TD AMERITRADE TAX FORMS
Tax forms from TD Ameritrade will be available in mid-February. We will keep you up to date to let you know when we mail your tax package to you. As soon as these tax documents are available, we will send them your way!
Innovative technology continues to increase our options! If you want to have a meeting, but don't want to drive to our office, we're happy to meet with you online. With Zoom, we can send you a link that will allow you to see and hear us on your device. Let us know if you'd like to set up a cloud meeting!
2019 ANNUAL CONTRIBUTION LIMIT INCREASES
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Nancy and Ryder were joined by Stephen Brown, Assistant Director of Outreach for the Get2College program of the Woodward Hines Education Foundation on this week's episode of Money Talks on MPB to discuss strategies for a successful college experience including planning, preparing and paying for college. To listen to the full episode online, click HERE.
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The CFA Society of Mississippi's 16th Annual Forecast Dinner is February 28, 2019. If you would like to attend, please give our office a call (601.991.3158) or send one of us an email (Nancy, Ryder, Susan). For those of you who have never attended the event before, please let us know right away whether or not you'd like to attend. Previous attendees can tell you, the tables fill up quickly!

This year's panelists include: 
  • Andrew J. Patterson, CFA, Senior Economist, The Vanguard Group
  • Alex Dryden, CFA, Global Market Strategist, J.P. Morgan Asset Management
  • Chad McKeithen, Managing Director, Fixed Income Strategies & Research, Duncan-Williams, Inc.
  • Dr. Ormala Krishnan, CIO, Small Cap Equities, Mondrian Investment Partners
Our moderator this year is Selena Swartzfager, President of the Mississippi Council on Economic Education.
If you are ever interested in joining Ryder and Susan for lunch at Rotary, they're happy to have you as their guest! They are members of the Madison-Ridgeland Rotary Club and meet each Thursday at noon for a hot meal at Embassy Suites in Ridgeland. For a list of all upcoming speakers, click HERE

February 7: Shad White, MS State Auditor
February 21: Ben Edwards, COO of Gateway Rescue Mission
February 28: Gerard Gibert, MS Lottery Board of Directors

Alternatively, if you'd like to be a speaker at one of their club's meeting, please reach out to us!

And if you're ever in need of a notary, Susan is a notary public. Just stop by the office!
We are active on the airwaves! Nancy and Ryder co-host Mississippi Public Broadcasting's Money Talks radio program, and the entire New Perspectives team chimes in on episodes of our podcast, Money Notes. Past episodes of either program are available online.
If you need to reach us, give our office a call 601.991.3158 or send us an email:
Nancy Lottridge Anderson, Ph.D., CFA: nanderson@newper.com
Ryder Taff, CFA, CIPM: rtaff@newper.com
Susan E. McAdory, MBA: smcadory@newper.com
Copyright © 2019 New Perspectives, Inc., All rights reserved.

New Perspectives, Inc.
FEE-ONLY FINANCIAL ADVISORS
Office: 303 Highland Park Cove, Suite B, Ridgeland, MS 39157
Mailing: P.O. Box 489, Tougaloo, MS 39174
601.991.3158
www.newper.com






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New Perspectives, Inc. · 303 Highland Park Cove · Suite B · Ridgeland, MS 39157 · USA

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