Obama made his "This year we will bring America's longest war to a responsible end" statement in the White House Rose Garden, on television, six months ago.
It's the month for receiving tax information like year-end statements from banks, brokerage firms and mutual funds.
Jim Wilson, 68, of Barrington, Ill., has investments in 15 DRIP companies, and saves his quarterly reports and year-end statements to help in his tax calculations.
For instance, his Gabriel fund invested $79 million in Chrysler, $66 million in GMAC and $67 million in Cerberus partnerships, according to year-end statements.
Mr. Nicholson offers this advice: Make sure to save at least the year-end statements, which list all the transactions for that year.
It may seem hard to believe — and small consolation when fund shareholders open their year-end statements and survey the damage — but American stocks were among the standouts.
Even when they saw their losses in black and white in year-end statements from brokerage firms and mutual funds, investors kept their cool.
Carefully review September month-end statements against your records.
BEST: Quarterly and year-end statements available on line.
Year-end statements sum this up as long- and short-term capital gains.
