When should I expect my tax documents? Schwab 1099s and YE Summaries: Late January to Mid-February1099-Rs and YE GLRs have been received and uploaded to eMoneySome 1099 Composites have been received and uploaded to eMoneyMOST 1099s for taxable accounts (incl Trust accounts) have NOT been received by SWP at 2/17/2022Nationwide 1099-Rs: Mid-MarchMy529 1099-Qs: Available NowReceived and uploaded to eMoneyInventrust REIT 1099-DIVs: Available Now - FINAL YEARReceived and uploaded to … [Read more...] about SWP Client FAQ: Tax Relief TY2021
2016 Market Review
In 2016, the US market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. The year began with anxiety over China's stock market and economy, falling oil prices, a potential US recession, and negative interest rates in Japan. US equity markets were in steep decline and had the worst start of any year on record. The markets began improving in mid-February through midyear. Investors also faced uncertainty from the Brexit vote in June … [Read more...] about 2016 Market Review
How to Respond to a Data Breach
Time is of the essence, whether your personal data has been compromised as part of a larger targeted cyberattack, or you are the victim of an individual cybercrime. You'll need to take immediate action to minimize the impacts. These are steps Scottsdale Wealth Planning recommends to clients within specified timeframes after discovering their data has been breached. WITHIN THE FIRST 24-48 HOURS Contact Scottsdale Wealth Planning by email or by telephone at 480 550-8555, regardless of … [Read more...] about How to Respond to a Data Breach
Oil’s Cheap Lunch
By Anthony Tanner, CFA SWP Guest Contributor This most recent oil bust reflects the long run cyclical nature of commodity prices such as oil. And it is not that far removed from the last significant drop in oil prices in the late 1980's. One sign is the revival of restaurants tying the cost of executive meals to the price of a barrel of oil. In the 1980's, several Houston restaurants garnered national attention for offering executive lunches for the price of a barrel of oil that day. Back then … [Read more...] about Oil’s Cheap Lunch
Opportunities Amid Dislocation
By Anthony Tanner, CFA SWP Guest Contributor We see great potential opportunities in the high-yield corporate bond sector for the following reasons: High-yield bonds provide much higher income in the short-term, and greater potential total returns long-term, derived from the more reliable stream of income rather than uncertain and volatile market appreciation/ capital gains. They've cheapened along with the equity markets, and now offers attractive high single digit return prospects. The … [Read more...] about Opportunities Amid Dislocation
October 2014 Client Update
Dear Clients: In time for Halloween, the markets have been scaring the pants off of investors. Indeed, we face daunting issues: Ebola, ISIS, Russian expansion, deflation in Europe, falling commodity prices. But if today's headlines are robbing you of sleep, rest eas{ier} when it comes to your portfolio: Historically, the best time of the year to be invested is between November 1 and April 30, and indicators point to a good season ahead. More on the markets, the gas pump and the papers in the … [Read more...] about October 2014 Client Update