Are you getting information from your advisors? Is your CPA in contact me with you about end of year activities to alleviate some of your tax liabilities? Is your Financial Planner calling you to remind you that you can put up to $10,500 in your Simple IRA? Has your banker called you to discuss your credit line? Is the leasing company being proactive with you?
It's not a time to have passive person on your Wealth Team. You need folks that know what is happening and are concerned with your success. I'm just saying because my job is to talk to clients and know what is going on in th evast world of telecommunications, Internet, Web 2.0, VoIP, etc. Not what Wall Street is doing today or the latest tax strategies to reduce my tax bill. That's their job.