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“A billion here, a billion there, pretty soon it adds up to real money.”~ Senator Everett Dirksen

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

July 27, 2015

Millenials and Their Risky Financial Behaviors

20-Something? Know or related to one?  This short article should be required reading for those in college or recently graduated. Only 58% of students from four-year institutions say they feel prepared to manage their money. Three out of five don’t use budgets. 17% say they don’t even manage their money; their parents do it for 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