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“I made my money the old fashioned way. I was very nice to a wealthy relative right before he died.”~ Malcolm Forbes

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

January 19, 2015

The Children

I don’t know how I missed this David Halberstam book when it came out. The Children is the story of the young early leaders of the Civil Rights Movement, all those not named Martin Luther King. Halberstam is one of our great historians. And the largely unsung heroes in this tale deserve better recognition. It 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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Jim Erickson www.ericksonstock.com
Kelvin Geis