Friday, October 6, 2023

Gerritz Wealth Management, Inc. New Phone number and address!

 

Please make note of my new business Phone number and address.

Gerritz Wealth Management, Inc.

541-664-3892

555 Freeman Rd Unit 169

Central Point, Oregon 97502-2558

Stephen L Gerritz

Monday, February 27, 2023

Folio (Goldman Sachs) 1099s, 1099r, and form 8949 will be available about the middle of March


Due to mid-year brokerage firm transfers, you be will getting 2022  tax forms from both Shareholders Service Group and Folio (Goldman Sachs).

Folio (Goldman Sachs) 1099s, 1099r, and form 8949 will be available about the middle of March.

Don't hesitate to call me at 541-608-9958 any time, for any reason (this is a direct line to me).

Wednesday, September 28, 2022

You may need to get your 2022 1099s directly from Folio

 You may need to get your 2022 1099s directly from Folio. Keep your user name and password.


Stephen L Gerritz

Tuesday, September 20, 2022

Cash is King in a bear market

 Most client accounts remain all cash. The best thing to do in a bear market is to preserve capital. Accounts will keep high cash positions until the Federal Reserve is through raising interest rates.


Stephen Gerritz

Tuesday, August 2, 2022

The majority of Folio accounts have transferred to Shareholders Service Group.

 The majority of Folio accounts have transferred to Shareholders Service Group.  

Today I mailed SSG online account authorization forms. When you get these forms you must signed for each account separately to have the accounts available for online viewing.

Stephen L Gerritz

Friday, July 29, 2022

Folio Institutional to Shareholders Service Group transfers now in process.

 Folio Institutional to Shareholders Service Group transfers now in process.

Some accounts have already transferred.   I am still waiting for final paperwork on a couple accounts. 

 I expect transfers to be completed in August.

Stephen L Gerritz