Market Sell-Off Assessment

Stephen L Gerritz, CFP

I put together a brief video discussing the market sell-off.  I recorded the presentation just using my laptop mic and Powerpoint slides.



Turn up the volume and please forgive the sound quality.

Click the link below to view my You Tube presentation.


https://www.youtube.com/watch?v=YosopeE7omI&feature=youtu.be

Market in Correction - I will be back in my office on Monday

Market in Correction

The Market went into correction mode on Friday.

I reduced our market exposure Friday morning.

The market has been in a tight 5% trading channel for most of the year. The market rarely stays in such a tight range for so long. It finally broke out of the trading range to the downside, prompting me to take action.

S&P 500 Index

I will post a news letter next week with further analysis.

I am currewntly at Tenmile Lake finishing up a family reunion. I will be back in my office on Monday. I will check my phone messages at that time.

All 2014 Tax Docs have been mailed to you or your tax preparer - You should have them by early next week at the latest.

All 2014 Tax Docs have been mailed to you or your tax preparer.

You should have them by early next week at the latest.








I am traveling in my motorhome in California and Arizona. My motorhome has a complete working office, complete with internet, printers, etc..

This is a working vacation.  I am best reached by email at stephen.gerritz@gerritz.com.

My cell phone number is 541-601-1241. I will check my land-line in Medford for messages every few days.

Don't hesitate to call or email me anytime.

Steve

I am regular mailing Cost Basis (loss/gain) Reports to select Shareholder Services Group clients - If you got it last year, you will get mailed to you this year.

I am regular mailing Cost Basis (loss/gain) Reports to select Shareholder Services Group clients - If
you got it last year, you will get mailed to you this year.

All 2014 Tax Docs have been placed in your Dropbox.

All 2014 Tax Docs have been placed in your Dropbox.

* A reminder - Never delete or move the dropbox folder I give you access to. If you do, dropbox will not work properly and you will not receive the Tax Docs I send every year.

Drop box if free for up to 2 Gig of data. It is encrypted; a very safe method of sending and storing sensitive data.

If you receive an invitation from me to view files on dropbox accept my offer and follow the instuction to install dropbox.

Le's Income Tax clients - All 2014 Tax Docs have been delivered to Virginia

Attn: Le's Income Tax clients - All 2014 Tax Docs have been delivered to Virginia.

You should have already received your Guggenheim 1099r's

You should have already received your Guggenheim 1099r's.

A copy has already been sent to your tax-preparer.