Victory Investment Strategies

06/07/2025

A bit oversimplified but illustrates a good point

02/07/2023

Interesting content from Hartford Funds

In times of volatility, timing the market may seem tempting. But doing so is impossible and may be a costly mistake.

03/24/2020

Financial Services are considered essential services. We will continue working to serve you. Please call us if you have any concerns.

02/28/2020

Perspective on current Coronavirus situation

The coronavirus is spreading and global markets are selling off, but the U.S. consumer remains strong, and we're still in a bull market.

02/12/2019

Great website for anyone interested in learning more about economics. Lots of videos.
LEARN ECONOMICS, UNDERSTAND YOUR WORLD

Learn economics on your time. Leading thinkers explain the world around us in free, engaging videos.

02/11/2019

Tax forms
Here is when you can expect your tax reporting forms from LPL:

• IRA distributions are reported on Form 1099-R, mailed by January 31. You will only receive this form if you made distributions.
• Non-qualified accounts report gains, losses, interest, and dividends on Form 1099; mailed by March 15. Rarely, this form is mailed February 15 if you only have individual stocks and bonds (no mutual funds) in your account.
• IRA contributions are reported on Form 5498, mailed by May 31. You will only receive this form if you contributed or performed a rollover. IRA-to-IRA transfers will not be reported.