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
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