Friday, October 27, 2017

Good Day for large gains in some of our holdings

The world economy has been growing in strength. Company earning have been good. Here is how some of the GWM portfolio holdings really shined today.

The Core Equities Folio

High Tech up sharply.
Microsoft was up 6.49% today
Alphabet (Google) was up 4.4%
Apple was up 3.57%

The Sector Rotation Folio

The S&P Select Tech Spdr ETF XLK)

XLK was up 2.68%

The Equity Growth Folio

The High Tech Sector ETF (TQQQ)

TQQQ was up 8.76%

Saturday, October 14, 2017

2017 IRA Required Minimum Distribution Request forms have been mailed to you.

2017 IRA Required Minimum Distribution Request forms have been mailed to you. You should get them next week. Please sign, date and return them to me as soon as you can.


Wednesday, September 13, 2017

Vanguard Wellesley Income Inv (VWINX)

I have begun using Vanguard Wellesley Income as a conservative addition to the GWM Portfolios. It is composed of well selected stocks and bonds. 

Market risk is elevated currently due to a number of reasons. The primary risk is a volatile Geo-Political environment that is hard to gauge right now.  The North Korean Nuclear chatter is in the spot light.  

I have both,  reduced market exposure, as well as, employed the Vanguard Wellesley Income Fund as a cautious approach for the moment.


Sunday, July 30, 2017

Tuesday, February 21, 2017

Tax Docs dlivery

Folio 1099 and 1099r's have been delivered to your tax preparers.  For those with Taxable accounts require Form 8949. these form will not be available the end of the month.


Sunday, November 6, 2016

2016 Required Minimum Distribution Forms

All 2016 Required Minimum Distribution Forms have been emailed to you. Please check your email for the forms and instructions.


I will be unavailable this coming week. If you need help or need questions answered contact me on or after the 14th. Email is the best as I will be traveling.

Monday, October 31, 2016

2016 Required Minimum Distributions

I have been submitting 2016 RMD request for most accounts. Some account holders have already had their RMD proceeds deposited in their checking accounts.

I will be mailing RMD forms that require signatures this week. When you get the forms please sign them and return them in the envelopes I will be providing.