Portfolio Advisors Blog

Our Blog postings occur from time to time when we have an interesting article or opinion to share. We hope that you will find our postings of interest and encourage to forward them on to your family and friends.

New 1099 Schwab Reports

Happy New Year! We hope you and your family had a wonderful holiday season.

With the New Year comes along new reporting from Schwab for taxable accounts. The purpose of this posting is to address some new IRS tax reporting requirements and to explain how the changes might affect you.

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A Perspective for the New Year

I was listening to a news commentary on PBS last night and the discussion revolved around the state of the economy, 8 to 9% unemployment and the housing and financial mess that we continue to face. All agreed that these are indeed tough times. However, one of the guests reminded the others that tough times are not new and that over time we have always worked our way through seemingly impossible situations.

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A Word about Referrals

When you refer someone to us, we regard it as a sign of trust and a compliment of the highest order. Referrals, after all, are the lifeblood of our business and are the largest source of new business for our firm. As such, you should know that we will do everything we can to meet and exceed the expectations of people you refer to us.

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Thank You For Attending

Thanks to all for attending our “Investment Strategies in Turbulent Times” presentation held on Nov. 14 at California State University Fresno, University Business Center. There were over 90 in attendance.

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Market Turbulence

October was quite a month from an S&P 500 standpoint. The index grew 10.9%, its largest growth month since 1991. This growth spurt followed, as you may recall, 5 consecutive months of decline.

We’re certainly seeing big daily, weekly and monthly swings in stock market indices…. turbulent times indeed. But, with stock markets, shouldn’t we expect a degree of turbulence? Since 1980, for example, the average intra-year (that is, during each calendar year) S&P 500 decline exceeded 14%. Restated, the average high-to-low decline during those calendar years exceeded 14%.

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