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Saturday, February 27, 2021

Folio 2020 1099s and form 8949 Mailed out today!

 

Remaining Folio 2020 1099s and form 8949 Mailed out today!

Posted by Stephen L. Gerritz at 11:05 AM No comments:
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Stephen L. Gerritz
Medford, Portland, Clatskanie, Oregon, United States
Stephen L. Gerritz, Registered Investment Advisor Representative,is Chief Investment Officer of Gerritz Wealth Management, Inc., a "Registered Investment Advisor", and an IRA Roll-Over Specialist. Stephen believes in taking a proactive approach to money management. "The old buy, hold and hope method of investing propagated by the Wall Street herd has devastated the average investor's portfolio." Gerritz uses investment strategies that seek to protect investors from the steep declines that come with bear markets, while striving to capture gains when the market is rising. The results of his methods are reduced volatility and the potential for better rates of return. Conflicts of interest are avoided because our compensation is not based on commissions. The minimum size account we accept is $50,000. Call us at 541-608-9958 for a free telephone consultation.
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