As the final days of the year approach, it's a great time to review and prepare for the year ahead. Whether it’s tying up loose ends, revisiting goals, or setting yourself up for a strong start next year, a little preparation goes a long way. Here’s a list of friendly reminders and practical tips to help you close out the year with confidence and step into the new year ready to thrive.
December transaction deadline
- To be certain routine transactions are recorded in the proper year, Eder Organizational Investing office must receive complete documentation, including checks or EFT instructions in the case of deposits, no later than noon CST on Dec. 13.
- Liquidations and other unusual transactions, due to size or complexity, will take longer to complete and should be initiated as soon as possible.
Past performance is not a guarantee of future performance
- Change your asset allocations and provide rebalancing instructions for your account(s).
- While almost all parts of the marketplace are up in, particularly United States large-cap stocks, this is a good time to consider ways of defraying risk and increasing diversification of holdings.
Update contact information for current or new Authorized Individuals
- Update contact information.
- Documentation (e.g., board meeting minutes, directories or corporate resolutions) that the person who signs the bottom of page one is an officer of the church or organization must also accompany this form.
Protect your account with Multi-Factor Authentication
We offer two convenient methods for identity verification, accessible through “My Account” in the online portal:
- SMS Text Messages
- Message and data rates may apply
- Security Questions
- Create custom questions that only you would know the answers to. See sample below:
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