Limes Assets Ltd. http://limeassetltd.co.uk The Right Choice for your Future Tue, 26 Sep 2017 19:51:43 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.6 Equifax and Your Data Security http://limeassetltd.co.uk/limeassetltd.co.uk/2017/09/equifax-data-security/ http://limeassetltd.co.uk/limeassetltd.co.uk/2017/09/equifax-data-security/#respond Tue, 26 Sep 2017 18:56:06 +0000 http://limeassetltd.co.uk/?p=12974 Data on 143 million people breached Names, Social Security Numbers, Birth Dates, Addresses, some Driver License Numbers & Credit Card Numbers for 209,000 people Action Steps to Consider based on Individual Needs:    Monitor your Credit-   Check your credit report quarterly.    Consider activating a Credit Freeze-   Blocks anyone from [...]

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Data on 143 million people breached

  • Names, Social Security Numbers, Birth Dates, Addresses, some Driver License Numbers & Credit Card Numbers for 209,000 people

  • Action Steps to Consider based on Individual Needs:

       Monitor your Credit–   Check your credit report quarterly.

       Consider activating a Credit Freeze–   Blocks anyone from accessing your credit and from opening credit in your name.

       Fraud Alert Status- 90 days-   Adds additional review on all credit enquirers.

Please Review:  Shareholders Service Group Investment Accounts

  • Your accounts are never included in any information on any of the three credit bureaus.  During the course of business; including opening account, closing accounts, taking withdrawals from account or any service, a client’s data is never shared with any credit bureaus.

  • Central Asset Distribution Block –  Limes Assets Ltd.’s preferred custodian, Shareholders Service Group, offers to put block on any asset distributions.

        Pros–  This adds an additional level of review on all distributions (checks, ACH, wires, transfers etc).  This review can consist of additional information request and custodian calling the user on file.

       Cons–   This blocks all scheduled monthly distributions.

    **Recommended for users that have had an identity theft incident or client that does not expect to take scheduled distribution in the near future.

  • No Retail Shops – Shareholders Service Group does not have any physical retail presence.  Eliminating the possibility of a person walking into store front or office and impersonating client with breached information.

  • View Only–    All Shareholder Service Accounts are  view-only, which eliminates the risk of a person stealing login credentials and trying to move money, equities, bonds or any assets.

Limes Assets Ltd. RIA

Limes Assets Ltd. LLC

is very much committed to providing you with the highest level of customer service  and your satisfaction is our top priority.  If for any reason, you have questions or comments, we would be delighted to hear from you.

(614) 352-2637
Email

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How much are you paying your adviser? http://limeassetltd.co.uk/limeassetltd.co.uk/2017/06/much-paying-adviser/ http://limeassetltd.co.uk/limeassetltd.co.uk/2017/06/much-paying-adviser/#respond Wed, 07 Jun 2017 16:56:36 +0000 http://limeassetltd.co.uk/?p=12967 Four Questions To Ask About Your Adviser Fees

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Tax Documents 1099 Mailing Schedule for 2016 Tax Reporting http://limeassetltd.co.uk/limeassetltd.co.uk/2017/01/2016-tax-schedule/ http://limeassetltd.co.uk/limeassetltd.co.uk/2017/01/2016-tax-schedule/#respond Tue, 24 Jan 2017 21:29:42 +0000 http://limeassetltd.co.uk/?p=12737 Tax Documents 1099 Mailing Schedule for 2016 Tax Reporting Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead.  As in past reporting years, the goal is to provide the information as [...]

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Tax Documents 1099 Mailing Schedule for 2016 Tax Reporting

Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead.  As in past reporting years, the goal is to provide the information as early as possible.  The schedule of delivery of tax reports is based on the specific holdings in an account.  By January 31, 2017, the first group of Form 1099 tax statements will be available online through NetX360 and NetXInvestor.  Be aware that some issuers of securities do not make their final distribution information available until after January 31st, which means that tax reports for clients holding those securities will be delivered after that date.  For tax year 2016 for Form 1099 statements, here is the reporting schedule in 4 phases (Please note that 1099 Drafts (not Finals) will be available on NetX360 starting on January 16th):

  • January 31st , Phase One – Form 1099 statements will be available online and also mailed for accounts with holdings and income that typically do not require reclassification or additional information from issuers. Generally, this includes accounts holding fixed income (debt) or equity-only investments and options.

  • February 15th , Phase Two – Generally, this group includes issuers of mutual funds, certain unit investment trusts (UITs), real estate investment trusts (REITs) and certain equities, because the issuer provided their final tax information after the January 31st reporting group. Pending 1099 Notices will be available for accounts where we are awaiting data from issuers. Accounts that hold positions for which issuers have not provided final 2016 tax information will receive a Pending 1099 Notice. This will identify the holdings impacting the availability date of your Form 1099, and it will provide the anticipated completion date. Accounts that have already received Form 1099 will not be sent this notice.  February 15th is also the date for revision reports for Form 1099s originally included in Phase One, as required.

  • February 28th , Phase Three – Form 1099 statements will be available for accounts for which we can now include information that was previously pending income reclassifications from issuers of mutual funds, REITs and certain equities, because the issuer or trustee has provided final tax information. Generally, this includes remaining mutual funds, REITs and certain equities. February 28th is also the date for revision reports for Form 1099s originally included in Phases One and Two, as required.

  • March 15th , Phase Four – Form 1099 statements will be available for all remaining accounts, regardless of whether pending income reclassifications for the account’s income have been received from issuers. Generally, this includes accounts holding complex non-equity securities, such as real estate mortgage investment conduits (REMICs), widely held fixed investment trusts (WHFITs) and some UITs. March 15th is also the date for revision reports for Form 1099s originally included in all previous phases, as required.

Limes Assets Ltd. RIA

New for 2016 Tax Reporting
You can download 1099s to Microsoft Excel for reportable 1099 information by tax year (for 1099-B, DIV, INT, OID and MISC).
Lastly, Courtesy 1099s will now be delivered during each phase of the 1099 mailing. If enrolled in e-delivery, account holders will receive an email notification that a Courtesy 1099 is available. Courtesy 1099 statements will not be delivered by mail.

Corrected 1099 Forms Will Be Mailed as Needed
Clients may receive a corrected Form 1099. The IRS requires financial organizations to send corrected forms with revised information as it becomes available. There are several possible reasons for sending a Corrected 1099.
1) Issuers of securities held in the account may provide additional information after the initial Form 1099 was completed; 2) Securities held in a mutual fund you own may provide updated information to the fund company which must then provide the new information to its shareholders; 3) Tax authorities or auditors may require issuers to reclassify income differently than originally reported, which requires a new 1099 report to be sent to shareholders.
Want it faster? Electronic Delivery of Form 1099
Enrolling in e-delivery will provide faster access to your tax statements. Log in on NetxInvestor or use our E-delivery Form to set up E-delivery.

Turbo Tax Users

All Shareholders Service Group 1099s can automatically be synced into turbo tax.   Just select “NetXInvestor (Pershing)“for the broker when importing 1099 into your tax return.

Limes Assets Ltd. LLC

is very much committed to providing you with the highest level of customer service  and your satisfaction is our top priority.  If for any reason, you have questions or comments, we would be delighted to hear from you.

(614) 352-2637
Email

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Client Newsletter: 2016 Retrospective and 2017 and Beyond http://limeassetltd.co.uk/limeassetltd.co.uk/2017/01/client-newsletter-2016-retrospective-2017-beyond/ http://limeassetltd.co.uk/limeassetltd.co.uk/2017/01/client-newsletter-2016-retrospective-2017-beyond/#respond Tue, 17 Jan 2017 22:16:28 +0000 http://limeassetltd.co.uk/?p=12654 Limes Assets Ltd. We would like to thank you for the opportunity of your business in 2016 and for your continued referrals.  We also like to provide the following updates: Limes Assets Ltd. is proud to announce that we have invested in office space located at:   470 Olde Worthington Rd, Suite [...]

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Limes Assets Ltd.

We would like to thank you for the opportunity of your business in 2016 and for your continued referrals.  We also like to provide the following updates:

  • Limes Assets Ltd. is proud to announce that we have invested in office space located at:

      Ontario

      Canada

    We look forward to using the office space for our client meetings to discuss your goals and plans for the future.

  • We would also like to announce that we made a website investment http://limeassetltd.co.uk/ in order to provide our clients with the most updated technology platform for accessing your accounts and communicating with Limes Assets Ltd..

  • Referrals are the greatest compliment in business and we very much appreciated them. We continue with our commitment to help our clients increase, optimize and achieve their financial goals and plans.

Referrals to Limes Assets Ltd.
Limes Assets Ltd. RIA

2016 Retrospective:

The prominent themes for 2016 were political uncertainty with the US election and the European Union as Great Britain looked to be the first country to “Brexit” the European Union.  All the so called “market experts” and television commentators evangelized how much the market would drop if election results were not expected.  The market was quite resilient with all major indices ending positive for the year.  Domestic small caps lead the performance returning over 20%; while aggregate fixed income holdings were still able to stay positive 2.79% even with the Fed raising interest rates.  Clients who ignored the “noise” and who continued to invest for the long term and buy on the dips were rewarded with returns greater than the indices.

2017 and Beyond:

We are still optimistic for 2017, as we continue to have positive economic news, the unemployment rate dipping below 5% for the first time, in almost a decade, and the U.S. corporate balance sheets are in great shape with cash at records levels.  Tax reform and its simplification should prove to be tail wind for economic growth.  All expectations are leaning towards reduced regulation, which should stimulate a new era of corporate growth.  There will be nice opportunities in small and mid-cap domestic stocks over the next 5 years, as these equities have experienced higher growth rates than large cap asset class.

Best ways to achieve your financial goals in the current market environment:

  • As demonstrated by the events 2016; do not try and time the market as opportunity comes at unexpected times.  Average market returns drop drastically if an investor missed just the 10 best days of the market in a given year dropping the return from approximately 9.8% to 6.1%. And even worse, if you missed out on the 20 best days your return drops to approximately 3.6%.

  • Limes Assets Ltd. continues to recommend re-balancing your portfolio as recommended in your custom asset allocation reports.  Think of re-balancing as a great way to institute “buy low & sell high” as this process sells asset classes that have appreciated and buys asset classes that are discounted.

  • A good rule of thumb is to organize and consolidate your financials.  Limes Assets Ltd. offers industry leading software that provides a single dashboard view of all your financials and your progress towards your financial goals.  Feel free to contact us on how this can help you stay organized.

Limes Assets Ltd. LLC

We are very much committed to providing you with the highest level of customer service and your satisfaction is our top priority.  If for any reason, you have questions and/or comments, we would be delighted to hear from you.

(614) 352-2637
Email

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How will rising interest rates affect your portfolio? http://limeassetltd.co.uk/limeassetltd.co.uk/2016/11/bonds/ Wed, 16 Nov 2016 19:28:17 +0000 http://limeassetltd.co.uk/?p=12234 With Interest Rates Rising, Should you take more risk?

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Financial Lessons From Golf http://limeassetltd.co.uk/limeassetltd.co.uk/2016/09/11795/ http://limeassetltd.co.uk/limeassetltd.co.uk/2016/09/11795/#respond Wed, 21 Sep 2016 15:29:46 +0000 http://limeassetltd.co.uk/?p=11795 Stuff I learned from golf explained... Financial Lessons From Golf

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Stuff I learned from golf explained…

Financial Lessons From Golf

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How Advisors Add Value http://limeassetltd.co.uk/limeassetltd.co.uk/2016/05/value-add/ http://limeassetltd.co.uk/limeassetltd.co.uk/2016/05/value-add/#respond Wed, 25 May 2016 13:59:16 +0000 http://limeassetltd.co.uk/?p=1 How Advisors Add Value

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How Advisors Add Value

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