menu
“There is a very easy way to return from a casino with a small fortune: go there with a large one.”~ Jack Yelton

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

October 21, 2014

Wedding Costs and Divorce

This chart has made the news lately, from a study that appears to show that the cost of one’s wedding is highly positively correlated with the probability of divorce. However the same study shows that the more people that attend a wedding, the less likely the marriage will end in divorce.  So it seems that Read full story

View all Notes From the Field
© Copyright 2014 MW Investment Strategy All rights reserved. Site Credts
Site Credits

Site Design
Tracey Lebedovich
tracey@gloriousday.com

Copywriting
Andrea Scheve
Martin Weil

Photography
Jim Erickson www.ericksonstock.com
Kelvin Geis