Altruist , our new custodian, has purchase Shareholders Services Group (SSG).

Altruist , our new custodian, has purchase  Shareholders Services Group (SSG).

The Altruist’s partnership with SSG is a fully digital account conversion from
Pershing to Altruist. For you this means lower fees, less paperwork, faster service, more robust security, higher yields on cash, and a custody experience that is modern, intuitive, and easy to use.

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

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).

Bear markets are usually followed by Bull Markets. Look at the chart below.

 

Bear markets are usually followed by Bull Markets.  Look at the chart below.

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

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

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