Goldman Sachs has this excellent short presentation on millennial demographics and how their behaviors are reshaping the economy. Did I hear someone say “social media?” The Millennial generation is the largest in US history and as they reach their prime working and spending years, their impact on the economy is going to be huge. … Read full story
“When I was young I thought that money was the most important thing in life; now that I am old I know that it is.”~ Oscar Wilde
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