Broker Check

News and Notes

News and Notes: February 2024

News and Notes: February 2024

Full Newsletter  - link below

Here are the estimated tax form completion dates for your reference:

  • Retirement Accounts: January 31st for 1099-R forms
  • Non-Retirement Accounts: Mid to end of February for Consolidated Form 1099

If you held a TD Ameritrade brokerage account that transitioned to Schwab in 2023, you may receive tax documents from both TD Ameritrade and Schwab. You will be able to access both of them online from your Charles Schwab account.

If you have RBC or Charles Schwab accounts, here are the links to access your account information and tax documents online.

Charles Schwab/TD Ameritrade Tax Forms

www.SchwabAlliance.com

 RBC Tax Forms

www.investor-connect.com   


847-787-1144

Terry ext 235 

Kelley ext 221

News and Notes: January 2024

News and Notes: January 2024


Top Headlines

  • The FED
  • American Racking
  • Less Companies
  • China Investment
  • CosMc’s
  • Subscription

   If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners Suite 204"

not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221

News and Notes: December 2023

News and Notes: December 2023


Top Headlines

  • IRS Raises
  • More Treasury
  • Interest Rates
  • Mortgages
  • Banks
  • S&P 500

  If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners Suite 204"

not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221

News and Notes: November 2023

News and Notes: November 2023


Top Headlines

  • Social Security
  • Senior Spending
  • Student Loans
  • Debt Elimination
  • Big Catch
  • More Federal Debt

 If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners Suite 204"

not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221

News and Notes: October 2023

News and Notes: October 2023


Top Headlines

  • Fed Declines
  • Inflation
  • Medicare
  • New 529 Rule
  • IRS
  • Less Wine

  If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners Suite 204"

not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221


News and Notes: September 2023

News and Notes: September 2023


Top Headlines

  • USA Debt
  • NBA Big Money
  • Home Prices
  • Mortgage Rates
  • Fixed Debt
  • More Interest

 If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners Suite 204"

not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221


News and Notes: August 2023

News and Notes: August 2023


Top Headlines

  • GDP Revised
  • U.S. Doing Well
  • Bankruptcy Filings
  • Wages Move
  • Teenagers Chasing
  • Still Working

 If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners Suite 204"

not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221


News and Notes: June 2023

News and Notes: June 2023


Top Headlines

• Inflation
• The Fed Pause
• Global Rates
• Commercial
• S&P 500
• Economy

  If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners Suite 204"

not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221


News and Notes: June 2023

News and Notes: June 2023


Top Headlines

  • Inflation Improving
  • Argentina
  • Military Spending
  • Consumer Debt
  • State Population
  • World Population

 

 If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners Suite 204"

not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221


News and Notes: May 2023

News and Notes: May 2023


Top Headlines

  • Johnson
  • Social Security
  • Intragovernmental
  • Spending Cuts
  • S&P 500
  • More Taxes

 If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners" and not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221  


News and Notes: April 2023

News and Notes: April 2023


Top Headlines

  • Chairman Powell
  • Fed Raises
  • Jobs
  • Inflation
  • Silicon Valley Bank
  • Cash Reserves

If mailing anything to the 1650 Arlington Heights address please make sure it is addressed to

"Midway Wealth Partners" and not "World Equity Group" 

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221  


News and Notes: March 2023

News and Notes: March 2023


Top Headlines

  • Fed Raised Again
  • Money Supply
  • Inflation
  • Trade Deficit
  • New Advisors
  • Toyota

 NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221  


News and Notes: February 2023

News and Notes: February 2023


Top Headlines

  • Inflation
  • Rates How High
  • S&P 500
  • Home Sales Fall
  • Population Growth
  • China’s Population

NEW PHONE SYSTEM 

847-787-1144

Terry ext 235 

Kelley ext 221  

News and Notes: January 2023

News and Notes: January 2023

Top Headlines

  • Inflation
  • Better Inflation
  • Fed Raises Again
  • Money Supply
  • Savings
  • Home Values

 

News and Notes: December '22

News and Notes: December '22

Top Headlines

  • Contribution limits
  • Paying Tax
  • Fed Raises Again
  • How High
  • Money Supply
  • High Interest
    •  



    News and Notes: November '22

    News and Notes: November '22

    Top Headlines

    • Social Security
    • September
    • Student Loans
    • Mortgage Rates
    • Challenging Market
    • Market Declines
    • IPO’s



    News and Notes: October '22

    News and Notes: October '22

    Top Headlines

    • Fed Moved
    • Inflation
    • Yield Curve
    • Mortgage Rates
    • Amazon
    • Tough Times
    • Crypto Loss


    News and Notes: September '22

    News and Notes: September '22

    Top Headlines

    • GDP
    • Inverted
    • Fed Action
    • Really Big
    • Just Another
    • Becoming Law
    • Electric Vehicles 

    News and Notes: August '22

    News and Notes: August '22

    Top Headlines

    • Change from Q.E.
    • The Markets
    • Who Owns Stocks
    • Global GDP
    • Netflix
    • Has a Real Impact

    News and Notes: July '22

    News and Notes: July '22

    Top Headlines

    • Inflation
    • FED moves
    • Market Declines
    • Warren Buying
    • Gas Prices
    • Electric
    • Spending More
      News and Notes: June '22

      News and Notes: June '22

      Top Headlines

      • Fed Raised Rates
      • GDP
      • A Little Better
      • Fly Away
      • Jobs
      • Boom Time
      • Social Security

       

      News and Notes: May '22

      News and Notes: May '22

      Top Headlines

      • Inflation
      • Past Inflation
      • Inflation not like
      • A Lot of Spending
      • Record Taxes
      • Tax Filing Date
      • Global Military


       

      News and Notes: April '22

      News and Notes: April '22

      Top Headlines

      • Not Everyone Pays
      • Mortgage Rates
      • Small Inventory
      • Six Million
      • Invasion
      • New Voices Wanted


       

      News and Notes: March '22

      News and Notes: March '22

      Top Headlines
      • Correction
      • Bears Too
      • Supplied by Russia
      • Inflation
      • Hungry
      • Economic Rebound

      News and Notes: February '22

      News and Notes: February '22

      Top Headlines
      • IRS Rule
      • Pay Nothing
      • Due in April
      • Bond Index Down
      • Time in the Market
      • Jobless Covid
      • Retail Closing

      News and Notes: January '22

      News and Notes: January '22

      Top Headlines
      • Social Security
      • Inflation
      • Container-Ship
      • Retail Sales
      • College Costs
      • More Electric
      • More Plugs

      News and Notes: December '21

      News and Notes: December '21

      Top Headlines
      • Back in Time
      • Buffet Selling
      • The Most Paid
      • Not All Income
      • That Was Quick
      • Tax the Other Guy


      News and Notes: November '21

      News and Notes: November '21

      Top Headlines
      • Social Security
      • More Inflation
      • Big Debt
      • Bonds
      • Pandemic Deaths
      • Jobs

      News and Notes: October '21

      News and Notes: October '21

      Top Headlines
      • Red Ink
      • And Here We Are
      • Brand New Homes 
      • Nationwide 
      • Dense
      • Location
      • Vaccination 

      News and Notes: September '21

      News and Notes: September '21

      Top Headlines

      • Renewables
      • Did She Change Her Mind
      • In Just Ten Years
      • World’s Biggest

      • Apple not Airlines

      • Big Value

        Planning For Healthcare in Retirement Webinar 



      News and Notes: August '21

      News and Notes: August '21

      Top Headlines
      • Social Security
      • Taxing and Spending
      • Again
      • Recession 
      • Inflation
      • Used Car
      • Jobs in the USA

      News and Notes: July '21

      News and Notes: July '21

      Top Headlines
      • Send the Resume
      • Cash Only
      • Lots of Cash
      • Borrowing
      • Bonds
      • Big Inflation
      • Rising Costs

      News and Notes: June '21

      News and Notes: June '21

      Top Headlines
      • Need a Scorecard
      • Good Idea
      • Just Pay Your Fair
      • Highest Ever
      • To Start in July
      • Income and Cash
      • Demand

      News and Notes: May '21

      News and Notes: May '21

      Top Headlines
      • Status Quo
      • Growing Demand
      • Wait until the Cost
      • The Pandemic
      • Money Flowing In
      • Potential Impact
      • Women Rule