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
“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
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