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“Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway.”~ Warren Buffett

For Our Clients

January 2014

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.

October 2013

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.

May 2013

Our 2013 ADV, Part 2, annual disclosure document is available for download here: Part 2 2013-01-31

November 2012

Note our new fax number (877) 888-1789

 

Notes From the Field
by Martin Weil

February 18, 2016

Tim Cook, the FBI, Privacy and National Security

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

View all Notes From the Field
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Tracey Lebedovich
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Andrea Scheve
Martin Weil

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Kelvin Geis