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Northfield Asset ManagementDaniel Hart, CFP®
Wealth Advisor

August Newsletter

The last weeks of summer are winding down, and markets have taken it mostly in stride — stocks drifted higher through August while bond yields eased.

Heading into year-end, we continue to pair a balanced allocation with tax-aware planning. This mix is built to protect principal in any market. As always, talk with us before making changes — every plan is different.Heading into year-end, we continue to pair a balanced allocation with tax-aware planning. This mix is built to protect principal in any market. As always, talk with us before making changes — every plan is different.Heading into year-end, we continue to pair a balanced allocation with tax-aware planning. Investing involves risk, including the possible loss of principal. As always, talk with us before making changes — every plan is different.

Guide to Recent Federal Tax Legislation

Washington passed a broad federal tax package this summer, and clients have been asking what it means for them. Our plain-English guide walks through what changed and what to watch before December.

Financial Wellbeing

Smart Tax Moves Before Year-End

Harvesting losses, topping up retirement accounts, and timing charitable gifts while the calendar allows.

Learn more

This is not tax or legal advice. Consult your tax and legal advisors regarding your specific situation.

Connect with Me

Daniel Hart, CFP®

Wealth Advisor, Northfield Asset Management

Schedule a conversation

Disclosures

Northfield Asset Management LLC (“Northfield”) is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

This material is for informational purposes only and is not a recommendation to buy or sell any security. Past performance is not a guarantee of future results.

Northfield Asset Management is not a municipal advisor and this communication is not intended to be, and does not constitute, advice within the meaning of Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act.Northfield Asset Management is not a municipal advisor and this communication is not intended to be, and does not constitute, advice within the meaning of Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act.

RRedLineUpdate

“…protect principal in any market.”

Promissory phrasing in the intro.

Swap in approved wordingApplied to material

RRedLineAdd

This letter discusses tax moves. The tax disclaimer is missing.

Add disclosureApplied to material

RRedLineRemove

“Northfield Asset Management is not a municipal advisor…”

Not triggered by anything in this piece. Recommend removing.

Remove this textRemoved from material

A client newsletter going through a full review, then the fixes applied.

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Past performance disclosure · from Compliance_Guide.docx

Applies when: performance figures are shown.

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FINRA 2210 · 17 CFR 275.206(4)-1

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“Investing involves risk, including possible loss of principal.”

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