In reply to my suggestion to a client who works in the field that Apple is abetting criminality, he offers this: If the FBI wants the data on Farook’s phone, they should provide that phone to Apple, and have Apple — under FBI supervision, if need be — access that data with their own tools Read full story
“Annual income twenty pounds, annual expenditure nineteen six, result happiness. Annual income twenty pounds, annual expenditure twenty pound ought and six, result misery.”~ Charles Dickens
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
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