Broker Check

February News & Events.....Did You Know

February 01, 2022


The Lunar New Year is an international holiday celebrated in many Asian countries and celebrated here in the US. People may know the holiday as China's Chinese New Year. Overall, about 1.5 billion people across the world will take part in the festivities.

Each Lunar year is represented by a cycle of 12 zodiac animals. This year is the Year of the Tiger. The tiger is commonly associated with bravery, courage, and strength.

Just like how people celebrate December 31 and January 1 each year, Lunar New Year allows people to put the past behind and look forward to a fresh start.

TAX DAY 2022 - APRIL 18

Tax season is upon us and this year there will not be any deadline extensions. If you are wondering when you can expect all your required filing documents from your investments you should have all your documents by March 15, 2022. Many investments companies use a “phased” mailing on 1099’s.

For helpful information on this year's tax season, click on the following eBook links below:

2022 Tax Planning 

Common Tax Errors to Avoid


As impressive as last year was, few if any on Wall Street predict a repeat performance for 2022. There are a whole lot of factors that will complicate our markets for the year to come. Read "Volatility: The Painful Return to Normal", for recent market commentary from our partners at AssetMark.

Click on link to read.


February is commonly known as the month of love – a time for Valentine’s Day and to acknowledge the importance of people in our lives that we care for.

Here at MWM we love what we do for our clients. Do you know one or two people like you, with financial and investment planning needs?

We are asking you to share the love! The best compliment you can give us is a referral. You may contact us at (206) 973-4482, email us at or feel free to pass our information on to your referral.