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“Never spend your money before you have it.”~ Thomas Jefferson

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

May 20, 2015

“thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou thankyou…”

600 of them in an email from a Credit Suisse lawyer to the US Department of Labor for the latter’s decision to allow CS to avoid notifying its pension clients that the bank had plead guilty to conspiring to help US investors avoid income taxes and was levied with a record $2.6B fine. As a Read full story

View all Notes From the Field
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Kelvin Geis