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
Key Questions for the Long-Term Investor
Focusing on what you can control can lead to a better investment experience. Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you're not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and … [Read more...] about Key Questions for the Long-Term Investor