Jul 21 2026
Upcoming Webinar - A Mid-Year Checkup: Updating Our Thoughts on Market Trends

Register for our upcoming webinar, “A Mid-Year Checkup: Updating Our Thoughts on Market Trends.”

As we move into the second half of an eventful year, we share our thoughts on what trends look sustainable and where we see change. Tune into our outlook webinar with Chief Investment Officer and Partner, Doug Couden, CFA, and Chief Strategist and Partner, King Lip, CFA, CMT, as they highlight key technical, macro, and fundamental variables and present actionable ideas. Moderated by Wealth Solutions, Managing Director, Michael Dunn.

Aug 04 2026
Time to schedule an appointment with your financial advisor to discuss year-end tax planning
Sep 06 2026
Labor Day - Market & Banks Closed

 

Sep 14 2026
3rd Quarter Estimated Taxes Due For 2026; S-Corporation & Partnership Extended Filing Deadline

Extended deadline to file S-Corporation and Partnership federal tax returns for the 2025 tax year.

Sep 29 2026
Trust & Estate Extended Filing Deadline

Extended deadline to file federal trust and estate income tax returns (Form 1041) for 2025 tax year.

Sep 30 2026
Remember to complete your Required Minimum Distributions (RMDs) before year-end!

Remember to complete RMDs before December 31, 2026 deadline.

Oct 11 2026
Indigenous Peoples’ Day/Columbus Day - Banks Closed, Market Open
Oct 14 2026
C-Corp, Individual & Gift Extended Filing Deadline; Open enrollment for Medicare Advantage and Part D Plans

Extended deadline to file C-Corporation federal tax returns for the 2025 tax year.

Extended Individual & Gift filing deadline.

Open enrollment for Medicare Advantage and Part D plans begins.

Oct 31 2026
Daylight Savings Time - Fall Back

Remember to set your clocks back by an hour.

Nov 02 2026
U.S. Election Day
Nov 10 2026
Veteran’s Day - Banks Closed, Market Open
Nov 15 2026
Nonprofit Returns Extended Filing Deadline
Nov 25 2026
Thanksgiving Day - Market & Banks Closed
Nov 26 2026
Day after Thanksgiving - Market Closes at 1PM EST

On Friday, the day after Thanksgiving, the market closes early at 1PM Eastern.

Dec 06 2026
Medicare Open Enrollment Due Date

Last chance to sign up for Medicare Advantage and Part D plans.

Dec 14 2026
Affordable Care Act Open Enrollment Due Date

Last chance to apply for coverage of healthcare through ACA beginning January 1, 2027 (subject to federal/state rules).

Dec 23 2026
Christmas Eve - Market Closes at 1PM EST

The day before Christmas Day, the market closes early at 1PM Eastern.

Dec 24 2026
Christmas Day - Market & Banks Closed
Dec 30 2026
Last Day of 2026

1) Last day to make 401(k) contributions for the current year.

2) Last day to establish a Keogh plan.

3) Last day to make charitable contributions.

4) RMDs must be taken for individuals aged 73 or older with an RMD obligation for 2026.

Jan 14 2027
4th Quarter Estimate Taxes Due for 2026
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