In reply to my suggestion to a client who works in the field that Apple is abetting criminality, he offers this: If the FBI wants the data on Farook’s phone, they should provide that phone to Apple, and have Apple — under FBI supervision, if need be — access that data with their own tools Read full story
“When a person with money meets a person with experience, the person with the experience winds up with the money and the person with the money winds up with the experience.”~ Harvey MacKay
For Our Clients
Client year-end reports will be mailed, or distributed electronically, by mid-month.
All tax-reporting information will be provided by your account custodian, Charles Schwab, by mid-February on the form 1099.
After October 15 is a good time to confer with your tax preparer on projected income tax liability for 2013.
I am pleased to welcome Kyle Sheldon-Chandler as a part-time financial planning assistant. Kyle’s contact info is at the right.
Check out our new MW Investment Strategy FB page and”like” us.
Our 2013 ADV, Part 2, annual disclosure document is available for download here: Part 2 2013-01-31
Note our new fax number (877) 888-1789