Building your trust in us one step at a time:

Helping you achieve financial peace of mind is our top priority. We use a conservative style of portfolio management with the belief that it is better to strive for consistent returns rather than expose the portfolio to high risk. By focusing on proper asset allocation and quality investments, we strive to match the financial objectives and risk tolerance with the people we serve.


Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)
On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)
On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)
Monthly, beginning May 2025

2025 Market Outlook Dinner  

Thank you to everyone who attended our 2025 Market Outlook. We had an amazing turnout and insightful presentation from RBC's Robert Sluymer.  During the presentation, Rob reviewed the market trends and cycles of various sectors that make up the stock market. We are so grateful to him for coming out to Midland to meet with our clients. If you are interested in upcoming events our group is planning, please feel free to reach out to us, we have a lot of great ideas that we hope to bring to our clients throughout the year!

Become a client

If you are not already a valued Galbraith Investment Group 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. Please do not hesitate to contact any member of our team for more information. 

Meet the team

Learn more about the Galbraith Investment Group.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »