Week In Review
CPI and PPI reports are out, and the Federal Reserve continues to push back rate cuts. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Happy St. Patrick’s Day!
Or is it more like being a crafty leprechaun guarding a pot of gold? Dr. Brian Jacobsen discusses.
Upcoming Client Webinar
Long-Term Care Basics
This webinar takes an introductory look at the types of long-term care settings and costs associated with them and breaks down different options for covering those costs. We will look at some different types of coverage and their pros and cons as well as common conditions that cause a long term care application to be declined.
Register →
Messages Regarding Schwab & TD Ameritrade Statements
You may lose your paperless statement delivery at Schwab!
When Schwab and TD Ameritrade merged in September 2023, Schwab honored paperless statement delivery (e-delivery) for clients without creating their online Schwab Alliance credentials.
Stay paperless! To keep your paperless preferences at Schwab you must create your Schwab Alliance credentials before March 27, 2024.
Recently Schwab sent emails to all clients who selected paperless delivery but have not yet created a login on Schwab Alliance. Please follow Schwab’s easy and secure instructions to establish your credentials and retain your paperless delivery options prior to March 27.
Please reach out to your Wealth Manager or Client Service Manager with questions.
TD Ameritrade and Charles Schwab Tax Documents
It’s Tax Season! Right now you’re probably starting to look for your tax documents as they arrive throughout the winter and early spring. If you had an account/s at TD Ameritrade (now Charles Schwab) please take special note!
If you had activity in your accounts at both TD Ameritrade and Schwab, you will receive two sets of tax documents for year 2023, one set from TD Ameritrade and one set from Schwab.
If you have a retirement account, you will receive a 1099R for distributions from both custodians (if applicable).
TD Ameritrade and Schwab tax documents will arrive on different schedules and should not be expected to arrive together.
You can access past TD Ameritrade tax documents through your online access on Schwab Alliance. Schwab will have 7 years of tax documents available to view on Schwab Alliance using your Schwab credentials.
Please reach out to your Wealth Manager or Client Service Manager with questions.
In Case You Missed It
Is America’s Debt Economic Quicksand? What It Means To Your Financial Plan
If you weren’t able to join our webinar last week with WTMJ’s John Mercure and Annex Wealth Management’s Dave Spano & Tom Parks, the recording is now available on our website!
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Download
Download Graphonomics 10!
In this version, Graphonomics focuses on 1) Growth: Fundamentals Do Matter 2) Inflation: Less Relevant Than Internet Costs 3) Policy: A Bit Of A Wash
Download now to learn more!
Want a preview from the author? Check out the video below:
Visit our Resources & Research page!
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