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.

Subscribe to receive our weekly newsletter.

Our Articles

The Fragility of Freedom at 60%
with No Comments

In 1977 economist Milton Friedman wrote an article “The Line We Dare Not Cross: The Fragility of Freedom at ‘60%.'” We are in danger of crossing that line.

Radio: Taxation and Inflation
with No Comments

David Marotta discusses how to shield your personal assets from the corrosive influence of government policies.

Appreciating Assets Part 1: Stocks and Bonds
with No Comments

All assets are not equal. Some investments appreciate better on average than others.

ObamaCare Is the Worst Legislation in 75 Years
with No Comments

Everyone in our risk pool will order filet mignon. First the costs will skyrocket. And then the meat will be rotten.

Avoid Budget Busters Part 4: Budgeting Pitfalls
with No Comments

Sometimes we make the mistake of deliberately budgeting the impossible. If you purposefully set the required spending in one category too high, you won’t be able to trim other categories to bring your overall spending into harmony.

Avoid Budget Busters Part 3: Plan on Budgeting Surprises
with No Comments

Many budgets are doomed to failure because of the challenge of planning for unplanned spending. Here are some of the items you either did not put in your budget or they shouldn’t be in your spending.

Radio: George Marotta’s Experiences And Career
with No Comments

George Marotta is a research fellow at the Hoover Institution pursuing research on international finance.

Avoid Budget Busters Part 2: Curb Your Worst Impulses
with No Comments

Get control of the spending that breaks the bank. Certain purchases that are typically both unnecessary and unplanned are budget busters. Avoiding these financial slips requires hedging some of our worst impulses and constraining our desire for instant gratification.

Video: How Your Children Can Win the Stock Market Game
with No Comments

Good things do come from France. Frenchman Antoine Deneriaz captured Olympic gold in the men’s downhill skiing event beating out favorites Austria’s Michael Walchhofer and America’s Bode Miller. His win meant flying madly off jumps and being determined to finish first or break every bone in his body. Your investments shouldn’t be like that.

Video: Personal Debt – The Borrower Becomes The Lender’s Slave
with No Comments

They say that as long as Americans keep spending, the economy will be strong and unemployment will remain low. “Spend now and pay later” is poor personal policy.

Video: The Four Deadly Sins of Investing
with No Comments

In both good times and bad times, investing is really about managing your emotions. If you want to be an investor, you have to grow to understand not only the relationship between risk and return, but also your own reaction to it.

Video: The Dangers of Immediate Fixed Annuities
with No Comments

The returns offered by immediate fixed annuities aren’t as good as they sound. The slight of hand in this case is the immediate loss of 100% of your principal. They are fixed for you to lose and the insurance company to win.

Video: University Students and Credit Cards
with No Comments

Every University student knows they should have a credit card. You have to have a second form of ID on many financial transactions. You have to have one to establish good credit. And, the more you use them, the more you will accrue bonus points toward cash, mileage credits and various “free gifts”. P.T. Barnum said, “There’s a sucker born every minute.” But it doesn’t have to be you.

Video: How to Get Out of Debt, Part 1
with No Comments

Everyone knows a family with financial debt. Stop the bleeding. Apply emergency medicine.

Video: Family Budgeting
with No Comments

Every year problems of debt and overspending frustrate millions of families. The problem has little to do with income, a lot to do with spending. Spending less than you earn is the essential foundation that creates the capital for investing and wealth building.

1 142 143 144 145 146 147 148 170

Like what you read? Subscribe to our newsletter!