Your investment realized Gains and Losses along with the taxable investment reports from our vendor are on the way.
We suggest you not file immediately as corrections are more common due to the complexity of financial products and tax reporting.
Travels Galore … Yikes
I am currently out-of-town (out-of-state) today, returning Monday (Holiday) only to take an in-state dash to the capital for a two-day (Tuesday/Wednesday) turn around investment conference.
Over the years, travels during the winter have been non-existent, for sure making up for those years this year !! Thank goodness for technology … laundry anyone ?
Monday is Presidents Day and the capital markets along with our office will be closed.
Have a great day and a super weekend !
John A. Kvale CFA, CFP
PS Happy Friday the 13th …. Careful out there !