The Great Wall of Worry
News from China has been dominating headlines and increasing stock market volatility. Earlier this year, we witnessed their local stock market, represented by the Shanghai Stock Exchange Composite Index, increase by 59.7% in the first five and a half months of the year. That was on top of the 52.9% gain achieved in 2014. But, […]
Life Satisfaction and Economic Growth
Here’s the Grexit statistic that really matters. You’re probably tired of hearing about the Greek debt crisis, but sometimes it helps to connect the abstract with the concrete—that is, the huge numbers involved with the actual lives of the people living in the country. The Greeks today live in a vacuum of uncertainty, with their […]
Millennials and Money
Millennials are the great new consumer force and marketers spend billions trying to find them and sell them a product or service. However, most traditional marketing doesn’t seem to work with Millennials. Millennials, the generation formerly referred to as Generation Y and those individuals that were born in the 80’s and 90’s, have come of […]
An Important Notification About Your Account Security
It has come to our attention that some clients may be receiving an Internet “phishing” attempt/scam disguised as an email notification from TD Ameritrade. This fake email may ask for personal information, such as your account number, password, or Social Security Number. TD Ameritrade will never ask for such information in an email. The message […]
Revised 1099-R from SEI
In the next week to ten days you will receive a revised 1099-R for 2014 from SEI Private Trust Company. SEI discovered a problem with their vendor resulting in 2 potential issues: either the boxes in lines 2B or 7 were not checked, or the taxable amount in line 2A was blank. SEI is filing […]
A Flock of Doves
When it comes to an economist’s view of inflation, it has historically been assigned a type of bird. Doves are used to describe economists that aren’t too concerned about inflation in the near term and therefore are supportive of more accommodative economic policies. Hawks are used to describe economists that are concerned about inflation and […]
2014 Final Contributions Deadline
As March draws to a close, we hope April will bring even sunnier, warm weather our way. Whatever the weather, April certainly brings us tax submission deadlines. For those of you eligible and planning to make final 2014 retirement plan contributions, we are requesting all contributions be received in our office by Monday April 6, […]
Equity Institutional Update
Please disregard any recent correspondence from Equity Institutional regarding your SFA Commercial investment, especially letters pertaining to fair market valuations or notes maturing. We recently discovered that the fair market valuation forms sent to Equity Institutional on your behalf were misinterpreted, resulting in incorrect values being reported as of 12/31/2014. We are rapidly working to […]
Important 1099 Information
We want you to have accurate and timely information throughout the tax season. As of 1/31/2015, all 1099R documents (only generated for retirement accounts that had distributions in 2014) have been processed and mailed. Due to IRS extended deadlines for custodians, all other 1099’s will be mailed by 2/28/2015. Expect to receive them by March […]
5 Reasons We Give Thanks This Year
The views and opinions contained herein are those of Bellatore Financial, Inc. and have been researched and analyzed by Jonathan Scheid, CFA, President & Chief Investment Officer. By: Jonathan Scheid, CFA Thanksgiving is the time of year to reflect on the many blessings in our lives. We will use this week’s message to show our […]