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