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.
World Health Organization 2000 Statistical Report
on November 16, 2013
with No Comments
After I have studied their technical reports and data for over a month and a half, I have finally been able to track their formulas and findings across the dozen sub-studies and their corresponding literature. The methods and statistical formulas used are at times surprising, alarming, or comical.
Northern Europe – October 2013 Performance
on November 15, 2013
with No Comments
Northern Europe beats the EAFE Foreign Index by 0.82% in October.
Is A Financial Apocalypse Coming?
on November 14, 2013
with No Comments
Should you buy as much gold as you can get your hands on?
Social Security Optimization: Case Study
on November 13, 2013
with No Comments
Social Security Case Study: The names have been made up, but the problems are real.
How to Calculate An Advisor’s Value: Liability-Relative Optimizing
on November 12, 2013
with No Comments
Planning on future cash needs allows you to use specific accounts for tax planning purposes.
World Performance – October 2013
on November 11, 2013
with No Comments
Emerging markets produced some of the highest returns during the month of October.
Wealth Inequality in America, Part 5
on November 10, 2013
with No Comments
A change in attitude is needed for the poor to develop a wealth-generating mindset.
List of Income-Tested Benefits Programs
on November 9, 2013
with No Comments
A total of 85 different income-tested benefit programs and their expenditure as of 2002.
Six Asset Classes – October 2013 Performance
on November 8, 2013
with No Comments
In October 2013 the balanced portfolio of a 40-year had a nice 3.54% monthly return.
How to Calculate An Advisor’s Value: Risk Management and Estate Planning
on November 7, 2013
with No Comments
Comprehensive wealth management is a bottomless task.
Retirement Plan Asset Allocation: University of Virginia Case Study
on November 6, 2013
with No Comments
Many people lack the time and expertise to develop an intelligent retirement asset allocation plan.
UVA Tax-Deferred Retirement Plan Asset Allocation Tools
on November 5, 2013
with No Comments
We have created several asset allocation tools to aid those seeking an intelligently diversified portfolio.
The Blank Slate by Stephen Pinker
on November 4, 2013
with No Comments
Although it would be wonderful if we lived in a world that lived up to the ideals of the Utopian Vision, we believe along with Stephen Pinker that reality supports the Tragic Vision.
Wealth Inequality in America, Part 4
on November 3, 2013
with No Comments
Your opinions depend on your view of humanity.
Estate Planning is More Than Just a Will: 3 Essential Documents You Should Have
on November 2, 2013
with No Comments
A good estate plan is every bit as useful during your lifetime as it is at your death. No matter your age or how much (or how little) money you have, there are three essential estate planning documents you should have.