FEBRUARY 2026 - INTRODUCTION

For a PDF of this newsletter, click here.

Welcome to the first DIGITAL Otto & Associates newsletter. We hope you find the format readable and the content relevant. While we may miss the handsome grey newsletters that have been sent out for decades, we believe that this format will allow us to communicate with you more efficiently and more frequently.

This premier issue begins with a broad overview of the new federal tax law with changes to income tax rules that may be relevant to you. This is followed by a more in-depth review of the changes and strategies around charitable giving. We hope you will also enjoy a timely article from Dimensional Fund Advisors on how to think about and react to the investment market unpredictability. The newsletter finishes with “Office Matters” – the latest update on our team.

We look forward to hearing from you about this change in format. Please contact us if you would prefer a paper copy of this newsletter. We can easily mail it to you. Happy Reading!

For more of our February 2026 newsletter,click here.