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“Sometimes your best investments are the ones you don’t make.”~ Donald Trump

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

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

November 2012

Note our new fax number (877) 888-1789

 

Notes From the Field
by Martin Weil

August 21, 2014

Mob Guy Doesn’t Trust Wall Street

I did a lot of things at times with people on Wall Street. A lot of guys are shady, and they did shady things with me, and I don’t trust them. Self-described former boss of the Colombo crime family, Michael Franzese, who spent 10 years in prison after he was convicted on federal racketeering charges, Read full story

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

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Jim Erickson www.ericksonstock.com
Kelvin Geis