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.
The TANSTAAFL Principle
“There ain’t no such thing as a free lunch.” As early as 1938, this phrase was touted as “economics in nine words.”
Start Saving for College the Day They Are Born
My youngest is a first-year student at the University of Virginia. My coauthor Matthew’s youngest child was born only a month ago. There is no such thing as saving too early.
Reflecting on 2009 Returns Provides Lessons Going Forward
Those who moved their investments to the supposed safety of Treasury bond investments were deeply disappointed.
Video: Comprehensive Wealth Management: Life Planning, Part 8
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.
Video: Comprehensive Wealth Management: Life Planning, Part 3
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.
Video: Comprehensive Wealth Management: Life Planning, Part 9
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.
Video: Comprehensive Wealth Management: Life Planning, Part 4
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.
Video: Comprehensive Wealth Management: Life Planning, Part 6
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.
Video: Comprehensive Wealth Management: Life Planning, Part 2
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.
Video: Comprehensive Wealth Management: Life Planning, Part 5
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.
Video: Comprehensive Wealth Management: Life Planning, Part 10
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.
Video: Comprehensive Wealth Management: Life Planning, Part 7
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.
Radio: 2010 Investment Review
David Marotta discusses 2010 in review and the outlook for 2011.
Last Chance for a Segregated Roth Conversion
You are a good candidate for a Roth conversion in 2010 if you expect your tax bill to be higher in the future.
Video: Financial New Years Resolutions
Few of us are disciplined enough to accomplish all our resolutions without help.