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.

Steve