Jim Bell, CFP®
President and Founder
The presenters review the market activity and the economic events of 2016, as well as preview what 2017 may have in store for investors. They will address: The Trump market rally (How long will it last?), Trump administration policies and sector rotation, Rising interest rates and the bond market, The strong U.S. dollar.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More