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“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

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 25, 2014

Disconnect – Add-On Software You May Want

This recent 60 Minutes segment on data brokers was unsettling to say the least. I knew that big data brokers were tapping our web use but I had no idea just how unregulated and extraordinarily intrusive this practice has become. I presumed it was just Google (or the NSA) but no, according to 60 Minutes, Read full story

View all Notes From the Field
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Tracey Lebedovich
tracey@gloriousday.com

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Andrea Scheve
Martin Weil

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Jim Erickson www.ericksonstock.com
Kelvin Geis