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.
$ ?s: Help Me Conquer the Clutter
on February 2, 2012
with No Comments
Q: My husband hasn’t gotten rid of a single bill or financial statement during our entire 18-year marriage! He received a shredder from Santa this past Christmas, and I am ready to get started, but I want to know what, if any, of this paperwork I should keep.
Monetary Infidelity
on February 1, 2012
with No Comments
If money is among the most common causes of domestic spats, it probably shouldn’t come as a surprise that almost one in four Americans would try to hide money troubles from their spouses.
Mailbag: How Do You Measure How Far Out of Balance a Portfolio Is?
on January 31, 2012
with 2 Comments
We compute an asset allocation deviation or “out of balance” number for each household’s primary retirement assets and rebalance to lower this number.
How to Select the Best Credit Card
on January 30, 2012
with No Comments
Lots of articles steer you to the best credit card by categories–one if you want airline miles, another if you need to transfer a balance. This is not one of those articles. The millionaire mindset does not want airline miles and doesn’t carry a balance.
Video: Comprehensive Wealth Management
on January 29, 2012
with No Comments
Comprehensive wealth management is based on the idea that small changes in our finances can have large effects over long periods of time. These changes can make the difference in achieving our life goals.
Schwab: What Does Total Capital Gains Mean Under Income Summary
on January 28, 2012
with No Comments
On my Charles Schwab Statement, what does “Total Capital Gains” mean under Income Summary?
Foolish Ideas
on January 27, 2012
with No Comments
“Successful active management is a fantasy stoked by the financial services industry.”
$ ?s: Investment Advice for Those Who Don’t Need the Money
on January 26, 2012
with No Comments
Q: I am a 65-year-old retired widow and I have a large IRA. How should I invest if I don’t need this money?
Indexing Works
on January 25, 2012
with No Comments
“Many investors think active managers can shift out of stocks in time to stem losses in bear markets. Not true.”
Radio: Grow Rich Slowly: The Four Secrets of an Automatic Millionaire
on January 24, 2012
with No Comments
Listen to David John Marotta’s interview on growing rich slowly: the four secrets of an automatic millionaire
Debt, Uncertainty and Volatility in 2011
on January 23, 2012
with 1 Comment
The world markets groaned as the burden of the rising American debt and the European deficit weighed down more productive countries.
The House That Bogle Built
on January 21, 2012
with No Comments
Learn about the index preferred by the person who invented index funds with the Vanguard S&P 500. And no, it isn’t the S&P 500.
The Devil’s Invention
on January 20, 2012
with 1 Comment
“A blindfolded chimpanzee throwing darts at The Wall Street Journal can select a portfolio that can do just as well as the experts.”
$ ?s: How to Rake in Millions by Running Your Own Investment Fund
on January 19, 2012
with 2 Comments
You have now created an efficient money-generating machine, and you should start enjoying your success.
How Should We Manage a Non-Profit Endowment?
on January 18, 2012
with 1 Comment
“There exists a timeless and flexible process for successful investment management decision making that is specifically tailored for Investment Stewards.”