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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