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“Early to bed and early to rise makes a man healthy, wealthy, and wise.”~ Benjamin Franklin

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 31, 2014

Lessons Learned – Admiral William H. McRaven, US Sp. Ops.

Start each day with a task completed. Find someone to help you through life. Respect everyone. Know that life is not fair and that you will fail often, but if take you take some risks, step up when the times are toughest, face down the bullies, lift up the downtrodden and never, ever give up–if Read full story

View all Notes From the Field
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Tracey Lebedovich
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Andrea Scheve
Martin Weil

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Jim Erickson www.ericksonstock.com
Kelvin Geis