“Buy when everyone else is selling and hold until everyone else is buying.”~ J. Paul Getty
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