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

Don’t Retire: Keep Significant Goals
with No Comments

Most Americans fail to plan adequately for retirement and consequently miss out on opportunities to enjoy the last third of life. The best and most rewarding financial planning is not just about the numbers but rather takes place in the context of personal goals.

Pay Yourself First
with No Comments

The greatest engine to generate real wealth is saving and investing. And the best way to ensure that your default is saving and investing is to automate the process. Pay yourself first, and your savings will grow exponentially.

For Valentine’s Day, Work on a Budget Together
with No Comments

Couples who have worked together on a budget already agree on the big picture. Once they make the hard decisions about what will help further the family’s values, specific purchases in each category are much less critical.

Radio: Social Security Payroll Tax Cuts
with No Comments

David Marotta discusses what to do with your “extra” money.

Save Your Social Security Payroll Tax Cut
with No Comments

Take ownership of your own financial security and increase the rate you are saving and investing by at least the 2% Social Security tax cut.

Roth Recharacterization 2011
with No Comments

If you failed to convert anything last year, you missed an opportunity. If you converted much more than you probably wanted to, now you have to decide how much to keep.

2010 Non-U.S. Stock Lessons Learned
with No Comments

All developed countries are not equally attractive places to invest. The United States has entered the ring of fire and expected to underperform in future years as a result.

2010 U.S. Stock and Bond Lessons Learned
with No Comments

One method to divide the U.S. stock market is by sector of the economy. Overemphasize those sectors left free to innovate and compete on the global market.

Video: Comprehensive Wealth Management: Life Planning, Part 1
with No Comments

Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

A New Opportunity: Donating to Charity from Your IRA
with No Comments

The law allows taxpayers age 70 1/2 or older to donate up to $100,000 from their IRA directly to a charity. The amount of the charitable contribution is excluded from taxable income.

Compute Your Net Worth Once a Year – 2011
with No Comments

Computing your net worth annually is like taking a sextant reading to chart your course toward financial security. Net worth gives you a snapshot of how much money would be left if you converted everything you owned into cash and paid off all your debts.

Seven Financial Resolutions for the New Year – 2011
with No Comments

Financial resolutions usually don’t even last until the end of January. Making a permanent change in our behavior requires both time and a steely resolve. We can only develop financial character one action at a time. Here are seven practices to take you from pauper to prince or princess if you add one each year.

The Poorhouses of “A Christmas Carol”
with No Comments

“It is not enough to seize power or to change wherein society power lies. With power must come an inner sense of connection to others.”

Green Gift$ For The Holiday Season
with No Comments

Capitalizing on tax savings can allow you to be even more generous in years to come.

The Two Portly Gentlemen Are Entrepreneurial Philanthropists
with No Comments

The two men see opportunities and the risk excites them. Even soliciting funds for the poor is an integral part of their entrepreneurial spirit.

1 143 144 145 146 147 148 149 175

Like what you read? Subscribe to our newsletter!