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MW Investment Strategy is an independent, fee-only, Investment Advisor and Financial Planning firm based in Sonoma, California. Martin Weil, Certified Financial Planner, is the firm's Principal and sole Advisor.

Since 1997, we have managed investment and retirement accounts for individuals and families. Learn more about Martin Weil and our company.

Notes From the Field by Martin Weil

May 20, 2015

“thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou…”

600 of them in an email from a Credit Suisse lawyer to the US Department of Labor for the latter’s decision to allow CS to avoid notifying its pension clients that the bank had plead guilty to conspiring to help US investors avoid income taxes and was levied with a record $2.6B fine. As a Read full story

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