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

O Canada, The True North Strong and Free!
with No Comments

Canada is the one major country that is not included in the EAFE (Europe, Australia, and Far East) foreign index. Not only are they good neighbors but a good investment.

Health Savings Accounts
with No Comments

One out of every ten patients consume 69 percent of health care costs. The other nine would benefit from an HSA.

Seven Financial Rules For Marital Bliss
with No Comments

An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup.

Outlook May 2006
with No Comments

Rebalancing means selling what has done well and buying what has done poorly, not visa versa.

Community College Can Provide the Best Education
with No Comments

Community college for the first two years is the best deal to avoid the mountains of student debt and still graduate from a top-rate school.

Tax Freedom Day Arrives on April 26th, 2006
with No Comments

Due to our progressive tax system, your taxes increase even if your buying power does not.

Donald Mortlock – Making a Free Market
with No Comments

My grandfather Donald Mortlock worked on Wall Street during and after the 1929 crash. The firm he worked for was a “market maker,” a company which helped to literally “make a market” in several stocks.

Florence Mortlock – Dignity is a Happy Ending
with No Comments

The life of my grandmother Florence Mortlock provided me with many life lessons on finance and financial planning.

VRS: A Bird in Hand or Two in the Bush?
with No Comments

Many people in this situation would choose the quick cash.

Eighty – Twenty Rule of Asset Allocation
with No Comments

Investors are quick to forget that the markets also go down.

The French Kiss Of Death
with No Comments

French labor laws have made doing business in France with French employees very unattractive.

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

To meet your goals you don’t need to beat the investment returns of everyone else. Instead, you want a decent return in order to retire comfortably and to ensure a cash flow which will support your standard of living.

The Guillotine Of French Economic Freedom
with No Comments

Although the French gave us the word ‘entrepreneur,’ it’s a wonder the term isn’t obsolete in French.

Compute Your Net Worth Once A Year – 2006
with No Comments

Between 40 and 60 you should increase your net worth by half your annual take home pay every year.

2005 In Review
with No Comments

2005 was a year which showed the weakness of limiting your asset allocation to US stocks and US bonds.

1 165 166 167 168 169 170 171 178

Like what you read? Subscribe to our newsletter!