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Our Articles

Financial Questions for the Serious Couple
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Studies show that couples argue most about finances. Being on the same page about finances will allow you to enjoy a life that focuses on your needs and goals and will help you achieve them smartly.

Continuing QE Helps Housing; But For How Long?
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When the Federal Reserve decided to maintain the $85 Billion monthly stimulus at their September policy meeting, they cited elevated mortgage rates as a top concern.

Importance of Accurate Compensation Disclosures For Consumers
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You deserve a fee-only fiduciary standard of care.

Why People Like Tony Stark But Hate Real-Life CEOs
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Obnoxious, playboy Tony Stark, more commonly known as Iron Man, is admired by his fictional and real fans alike. Why not real life CEOs?

Newlywed Checklist: Name Change
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For $50 and a lifelong commitment, you can legally change your identity!

World -July & August 2013 Returns
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Here are the returns for various global investments.

Northern Europe – August 2013 Returns
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In August 2013 the northern European countries did slightly worse than the EAFE Index.

The Beginning of the End for Skyrocketing College Costs?
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With this announcement, we are finally starting to see online education cause disruptions that can slow soaring college costs.

Precious Metals And Mining Recovers Some In Third Quarter
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It is a small investment which you should expect to be volatile and relatively disappointing when the markets are doing well.

The Driver of Future Behavior
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Investments consistently outperform investors.

Six Asset Classes – August 2013 Returns
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Returns in August were negative across the board with US stocks losing the most.

Wealth Inequality In America Series
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This series of blog posts were intended to be a more reasoned reply to a complex issue.

Using A Mortgage Wisely
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Most Americans have a home mortgage. The rich often have two.

Get Out Of Debt
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Getting out of debt is the first step to building real wealth.

Safety Second
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Fun first. Freedom first. Innovation first. Financial goals first. But not safety. No one says, “That looks safe; I wonder if it is fun.”

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