All relevant 1099's from Shareholder Services Group should be mailed out no later that Feb 28th.I will mail the 1099's to your tax-preparer as well via Dropbox, email or regular mail.
I will mail out cost basis reports next week.
Steve
Friday, February 20, 2015
All relavant 1099's from Shareholder Services Group should be mailed out no later that Feb 28th
All relevant 1099's from Shareholder Services Group should be mailed out no later that Feb 28th.I will mail the 1099's to your tax-preparer as well via Dropbox, email or regular mail.
I will mail out cost basis reports next week.
Steve
Thursday, February 19, 2015
2014 Consolidated Forms 1099, 8949, and .txf from Folio will be available no later than Feb 28th
2014 Consolidated Forms 1099, 8949, and .txf and .csv file downloads from Folio will be posted online no later than February 28, 2015.
I will deliver them to you and your tax-preparer via Dropbox, encrypted email or regular mail shortly thereafter.
Steve
Wednesday, December 24, 2014
Merry Christmas
The fantastic acapella group, Pentatonix, sing Little Drummer Boy.
There are no instruments; all the sounds you hear are made with their voices only.
Click the Link.
https://www.youtube.com/watch?v=qJ_MGWio-vc
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| Pentatonix |
Two of Chris Gerritz's old PHI KAPPA PSI fraternity
brothers do many of the videos for the Pentatonix. Jimmy Bates and Reilly Zamber formed a company they call Fifgen Films. Jimmy Bates (Fif is his nick name because he is the fifth Jimmy in his family according to Chris) wanted to make movies, but is meeting with a great deal of success working with Pentatonix, collaborating on YouTube videos. They get paid for views and ad clicks. Their video have had millions of clicks.The following video was done in a dorm room on a $120 budget. The guys from the group went to second hand shops in Corvalis to buy their costumes. This video has had over 110,000,000 views.
https://www.youtube.com/watch?v=3MteSlpxCpo
Wednesday, December 17, 2014
Cybersecurity expert: 'Attackers have outpaced defenders'
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| Christopher Gerritz Infocyte CEO |
Chris Gerritz, GWM Advisor and CEO of the cybersecurity startup firm, Infocyte, comments on the recent cyber-attack on Sony.
ABC News - San Antonio
Click the link below to view news clip.
Wednesday, November 26, 2014
Friday, October 3, 2014
Good Jobs Report Helps Market Regain its Footing
A good jobs report helped the market regain its footing today.
You can see from the S&P 500 chart below, that recent market pull-backs have been limited to draw-downs in the 4 or 5% range. I also want to point out that the 120 Day Moving Average line has acted as support in each decline. Will this time be the same?
Many sectors of the market have been hit very hard. The market indexes have masked much of the carnage going in various market sectors, i.e., the small cap stocks. The Russell 2000 (small cap index) has declined about 11% from its recent highs, but more that 50% of the index stocks have declined more that 20%..
The US is clearly the best performing economy in the world. While Europe is close to another recession, the US continues to grow, all though at a slow rate.
Today's reversal has given me the confidence to begin increasing our equity and bond exposure.
You can see from the S&P 500 chart below, that recent market pull-backs have been limited to draw-downs in the 4 or 5% range. I also want to point out that the 120 Day Moving Average line has acted as support in each decline. Will this time be the same?
Many sectors of the market have been hit very hard. The market indexes have masked much of the carnage going in various market sectors, i.e., the small cap stocks. The Russell 2000 (small cap index) has declined about 11% from its recent highs, but more that 50% of the index stocks have declined more that 20%..
The US is clearly the best performing economy in the world. While Europe is close to another recession, the US continues to grow, all though at a slow rate.
Today's reversal has given me the confidence to begin increasing our equity and bond exposure.
(Click on Chart for Easier Viewing)
S&P 500
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| If history repeats itself, the rally will now resume. |
This blog post does not constitute an offer of investment advice. This blog is only provided for educational purposes. Please read the Important Blog Disclosure posted in the right channel bar.
Friday, August 8, 2014
Is a short term bottom in the Market at Hand?
The market behaved rather well today. All the recent rally attempts had failed until today. The market went up and held its gains into the close. This is an encouraging sign. Below is a chart showing Dow Jones Industrial Average and its 200 Day Moving Average. Notice how the 200 DMA acted as support during the last two declines.Will that be the case once again?
Dow Jones Industrial Average Index
If the market activity remains positive on Monday, I will redeploy some cash into the market.
Dow Jones Industrial Average Index
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| Orange Line = 200 Day Moving Average |
The DJIA is now close to break even on the year.
Dow Jones Industrial Average Index
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If the market activity remains positive on Monday, I will redeploy some cash into the market.
The recent market decline has only been in the 4 - 5% range on the Dow and the S&P 500, The small caps stocks as well as many S&P sectors have been hit much much harder.
Given the number of disconcerting global events making headlines daily, I believe we should expect more market volatility. The upside will probably be capped for the next month or so. But, I think buying a little on the dips (at possible support levels) makes more sense than buying a breakout to new highs.
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