Capital Advisory Group - November 2020

Humans are an inventive bunch. In the last century alone, we’ve completely transformed our society with all kinds of technological marvels, from automobiles to all things entertainment. But there’s one area where we really stand out: flight. November is Aviation History Month! It’s a month that celebrates the many achievements of flight, from Leonardo da Vinci's early concepts to the moon landing — and everything in between. The Wright Brothers alone conducted thousands of experiments and attempts. It was on Dec. 17, 1903, that they made their most important series of flights, including the 59-second flight that went down in history. As we’ve developed flight technology over the years, it’s come with many other things — including the checklist. Pilots, aviators, and everyone involved in the flight process rely on checklists. It’s all about getting from Point A to Point B as safely as possible. Checklists have helped make flying one of the safest forms of transportation on the planet. Soaring to Success CHECKLISTS ARE A LIFESAVER

Checklists can make your life much easier — and we encourage them! For instance, as the next tax season approaches, it’s good to have a tax- planning checklist. It might look something like this: • Gather documents (last year’s tax return, income documents, financial statements, etc.). • Gather deduction information (Did you make any charitable donations this year? You may be eligible for a $300 charitable deduction thanks to the CARES Act. However, you must itemize your deductions to qualify. Other potential deductions include

education costs, mortgage interest, child care, etc.). • Review investment accounts and retirement plans. • Review interest and dividends.

Of course, how detailed you want it is up to you. The more detailed it is, the more thorough you can be. If you aren’t sure what to include in your tax-planning checklist, a retirement-planning checklist, or any checklist related to your financial situation, don’t hesitate to get in touch. We’re more than happy to help you develop a checklist that suits your needs so you can best prepare for what you need to do next.

TAKE A BREAK

Cinnamon-Spiced CANDIED SWEET POTATOES

These candied sweet potatoes will make your family beg for more! Inspired by FoodAndWine.com

Ingredients

Directions

• 4 lbs orange-fleshed sweet potatoes, peeled and cut crosswise into 2-inch pieces, then cut lengthwise into 1-inch wedges • 1 cup light brown sugar, packed • 1 tbsp kosher salt • 1/4 tsp ground cloves • 1/4 cup unsalted butter, cubed • 4 (2-inch) cinnamon sticks

1. Preheat oven to 350 F. 2. Place sweet potato wedges in a 4-quart baking dish. 3. Sprinkle sugar, salt, and cloves over sweet potatoes. 4. Dot with butter and place cinnamon sticks around sweet potatoes. 5. Bake, turning every 15 minutes, until sweet potatoes are tender and the liquid is syrupy, about 1 hour and 15 minutes. 6. Remove from the oven and let stand for 10 minutes. 7. Discard cinnamon sticks and serve.

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