Month February 2024

Was your Cell in SOS Mode Thursday? Mine Was … Tax Forms FINALLY coming through, ALL forms with one log in – Your Personal Vault ! Waiting for first corrected ! … Friday …

Thursday morning as the drop off for the 16 year old at school occurred, the regular morning 2 hour research call dropped on the cell- Hmmmm After getting off the Wifi, an SOS was present on the Cell… our carrier…

Paper Tax form Reminder, Most not here yet … Our Internal Team versus calling 1-800 number (No need to Call and wait, we got you!) … Holiday Weekend … Friday …

Just a reminder, there are still mostly no 1099 miscellaneous forms yet. As expected near the end of the month, we think we’ll get our first major round of forms. Be sure to include both account statements for each account…

Fun All Day Conference Notes – Lots of Speakers from all Asset angles – Summary – Cautious Optimism, Higher Rate Financing Digestion concern, Inverted Yield Curve, Concentration in Markets …

Yesterday (2-13-24) attendance of an ALL DAY conference was on the schedule…. You could ask the gang at the office, after committing …the literal flood of email invites for coffees, lunches, dinners and chats was a bit overwhelming and took…