The Boulware Investment Group - RBC Wealth Management - Peoria, AZ
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The Boulware Investment Group - Peoria, AZ
The Boulware Investment Group
John C Boulware, Jr
Senior Vice President - Financial Advisor,
Senior Consulting Group
Shea F Boulware
Vice President - Financial Advisor,
Consulting Group
Carrie W Hamen
Senior Registered Client Associate
16150 N. Arrowhead Fountains Center Dr.
Suite 300

Peoria, AZ 85382
Map & Directions

Phone: (623) 334-2602
Toll Free: (800) 753-3428
Fax: (623) 334-2633

Three Generations, One Firm

Welcome to Our Website!
For three generations—all with the same full-service securities firm—the Boulware Investment Group has helped families like yours achieve their financial goals. We strive to provide our clients with peace of mind and a long-term relationship through the experience of a multigenerational family practice. The Boulware Investment Group helps our clients achieve financial freedom by creating, implementing and monitoring customized wealth management plans. We believe long-term relationships built on high-quality service and proven investment discipline provide the basis for turning individual goals into reality.

Tax Document Mailing Dates

With the new year upon us and thoughts turning toward tax season, you may be wondering when to expect your tax documents. Take a look at the chart below for an estimated mailing date, and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2015.

 

Tax Reporting DocumentEstimated Mailing Date
1099-R February 2, 2015
Fair Market Value Statements February 2, 2015
1099 Tax Information Summary February 17, 2015
Income Summary (FYI Statement) February 25, 2015
REMIC Tax Information Summary March 16, 2015
1042-S March 16, 2015
Revised Tax Information Summary (1099) March 17, 2015
5498 June 1, 2015

Financial Markets Commentary—UK Election: A Lose-Lose Outcome?

GlobalInsight.jpgThe rise of “minority parties” has turned the May UK general election into a complicated horse race. Britain’s continued membership in the European Union could become an open question and raise economic uncertainty in the UK and on the continent. This would almost assuredly catch the attention of global financial markets, which have yet to price in the risks, in our view. With the pieces in place for further U.S. economic growth, the soaring dollar should fly even higher for the next few years. Investors would be wise to “follow the dollar” as the rally likely spells good news for global equities.

Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:

 


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If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Contact Us


John C Boulware, Jr is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Shea F Boulware is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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