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“Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway.”~ Warren Buffett

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 24, 2015

Quick note to clients (before Monday’s open)

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”  Benjamin Graham The past week has been a stomach churner for any investor watching the equity markets.  And I wouldn’t count on things settling down just yet.  So much for the typically quiet August I expected. Read full story

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

Copywriting
Andrea Scheve
Martin Weil

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Jim Erickson www.ericksonstock.com
Kelvin Geis