Communication

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office, as well as the 2018 Tax Forms and a lesson on financial health from David Jones, DFA. Don’t forget to check out the client spotlight, where you can learn about the life of a modern day cowboy, Karl Peterson!

In this edition:

  • WAG on the Move: Chris Slyby- eMoney 2018 Advisor Summit
  • Tech Corner: Hidden Levers
  • Tax Corner: 2018 Tax Forms & The New Schwab 1099 Dashboard
  • Financial Planning: Here’s the Prescription
  • Client Spotlight: The Cowboy Way with Karl Peterson

To read the full issue click here.

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