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

The Whip Cracks Both Ways
with No Comments

Volatility, therefore, is a matter of perspective. Like the crack of a whip.

Time To Rebalance Your Portfolio Again
with No Comments

Because the markets changed course at least once over the past year, rebalancing tended to improve returns.

Video: College Planning is Worth a Million Bucks
with No Comments

Four-years of college currently cost $60,000 at a public university. In eighteen years, it may cost more than $145,000. To stay ahead of rising tuition costs, you should plan ahead and save early. Tax-favored 529 accounts can help you provide an excellent college education for your children and grandchildren.

Radio: A Better Plan For Healthcare
with No Comments

Public policy to increase choices for healthcare coverage.

The Case Against Centralized Health Care
with No Comments

You may have to jail a few rebels for health insurance evasion.

Video: Be Smart When You Roll Over Your 401(k)
with No Comments

There are few better investment returns than an employer’s matching contribution made to your 401(k). But after you retire or leave that company’s employment, you should almost always roll your 401(k) into an IRA for better investment choices. Being smart by rolling over your 401(k) can pay dividends for decades.

Video: Be Smart When You Rollover Your 401(k)
with No Comments

After you retire or leave that company’s employment, you should almost always roll your 401(k) into an IRA for better investment choices.

A Compromise to Achieve Universal Coverage
with No Comments

We need a safety net, not a hammock.

More Profitable Health Care Is the Solution
with No Comments

Some doctors start the year $250,000 in debt.

Video: Timing the Market Isn’t All Fun and Games
with No Comments

Market timing is the attempt to switch a significant portion of your assets between different types of investments in an effort to maximize profits. If this is your investment strategy, good luck, because you’ll need it.

Avoiding a Civil War over Health Care
with No Comments

Half of the country are political Vikings who pay their taxes by raiding and pillaging the productive.

Cash For Clunkers: The Economy And The Environment Suffer
with No Comments

A country can’t prosper destroying perfectly good used cars.

Video: The 5 Most Important Documents to Have
with No Comments

Communicating honestly about your finances with your family and putting your estate in order passes on a legacy of foresight and financial wisdom that will help generations to come.

Video: The Five Most Important Documents to Have
with No Comments

Communicating honestly about your finances with your family and putting your estate in order passes on a legacy of foresight and financial wisdom that will help generations to come.

Radio: Cash For Clunkers
with No Comments

David Marotta discusses the politics of “Cash for Clunkers.”

1 186 187 188 189 190 191 192 211

Like what you read? Subscribe to our newsletter!