We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
How to Avoid Scams
It is difficult to know which sites to trust, but it is easy to know that someone is violating one of the eight safeguarding your money standards or can’t answer the ten questions to ask a financial advisor.
#TBT Is My House an Investment?
For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.
Should I Pay Off My Mortgage?
Even if the world was ending, I still want to have a mortgage.
Video: The Value of Systematic Roth Conversions
In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.
#TBT How to Claim Your Virginia State Tax 529 Contribution Deduction
Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.
Zero Steps To Take Before Contacting a Financial Advisor
Don’t delay getting your finances in order until you get your finances in order. Ask for help today and see what wisdom a financial advisor has to share.
How to Implement The Automatic Millionaire Technique at Schwab
By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.
How to Foster Your Child’s Inner Entrepreneur
An entrepreneur is valued for innovation. To innovate almost always requires failure first.
#TBT How Long Should I Keep Financial and Tax Records?
Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.
Troubles With 401(k) Plans Run By Salespeople
The worst cause of employer stress is the fact that there exist many financial salespeople who offer plans which benefit themselves at excessive cost to the employer and their employees.
Life Lesson #2: You Are An Adult Now
Graduate yourself from a childish mindset to that of an adult.
Q&A: Can Someone Else Gift to My Roth IRA?
This is a common confusion with Roth IRAs.
#TBT Do Children Need To File A Tax Return To Fund Their Roth IRA?
Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.
An Overview of Our Allocation Changes (March 2021)
We are constantly reviewing our portfolios’ asset allocations in order to bring them more in line with our Investment Committee’s best practices. Here is a summary of our recent changes.
2021 Index of Economic Freedom: Taiwan
This means that in addition to the overall Emerging Market funds, we will have country-specific Emerging Market allocations to both Taiwan and Chile.