“Money can’t buy happiness, but it can buy you the kind of misery you prefer.”~ Author Unknown
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