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.
Stocks are On Sale (October 2022 Dynamic Tilt)
on October 25, 2022
with No Comments
The lower the market falls, the safer it is to be invested.
Freedom Investing in Review (September 2022)
on October 21, 2022
with No Comments
This quarter, we saw that in 1-year returns ending September 30, 2022, Developed Freedom Investing had a -0.44% disadvantage, Emerging Market Freedom Investing had a -0.34% disadvantage, and Overall Freedom Investing had a +0.14% advantage.
Three Places You May Need to Update Your Schwab Routing Number
on October 20, 2022
with No Comments
This year, Charles Schwab will be retiring the outdated PNC Bank ABA routing number, 031000053, that was issued for Schwab One accounts that activated the “Payment Features” on the account prior to March 2012.
U.S. Investing in Review (Sept 2022)
on October 18, 2022
with No Comments
This quarter, we saw that in 1-year returns ending September 30, 2022 our U.S. Stock Strategy had a +4.11% advantage over VTI.
How to Calculate Fair Market Value if the Date of Death Is on a Weekend?
on October 14, 2022
with No Comments
Calculating the fair market value of property varies in difficulty depending on the type of property and the date of death.
#TBT How Does The Fed Control Interest Rates In A Free Market?
on October 13, 2022
with No Comments
This 2014 article is a good reminder of how interest rates work in our country.
The Art and Science of a Bond Allocation (529 Plan Example)
on October 11, 2022
with No Comments
Adding more Stability to an asset allocation isn’t an easy issue. It takes science to know how much bonds you need. It takes artistry to gradually adjust your asset allocation over time.
Q&A: Do I Need a Contract to Employ My Child?
on October 7, 2022
with No Comments
Employment contracts have their origins in very old master-servant laws. With no employment contract, you can better protect your child’s freedom and childhood.
#TBT How to Order New Schwab Checks
on October 6, 2022
with No Comments
Schwab has recently required that everyone with older checkbooks reorder new ones. This recent guide should help you with this process.
Founder’s Day: Celebrating George Marotta (Part 2)
on October 4, 2022
with No Comments
My grandfather served in Japan during World War 2. He turns 96 this year.
I Was Lucky To Be a 502
on September 30, 2022
with No Comments
George Marotta remembers his time serving in World War II.
On the Home Front During World War II
on September 29, 2022
with No Comments
As Edward R. Morrow would say at the close of his popular news broadcasts, “And that is the way it was on the home front during World War II.”
More Self-Control Leads to Wiser Spending, Not Less Spending
on September 27, 2022
with No Comments
In this article, I am defending the use of self-control in your financial habits.
Our Answers to 8 Common Prospective Client Questions
on September 23, 2022
with No Comments
We recently received the following questions from a prospective client. Here are our answers.
#TBT Tax By Inflation
on September 22, 2022
with No Comments
Inflation has at least four grievous effects on our economy. This 2014 article explains them.