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

That Rebate Check Could Ruin Your Retirement Part 2
with No Comments

You can’t spend money apart from your lifestyle because that’s the definition of lifestyle.

Tax Rebates Are a Losing Proposition Part 1
with No Comments

Tax rebate stimulus checks are a cheap and inefficient gimmick.

Radio: Secrets of Financial Harmony in Marriage
with No Comments

How to structure your finances to love and respect your spouse.

Subprime Lending
with No Comments

The subprime mortgage meltdown has cost the world 15% of its market capitalization, about $9 trillion. The primary culprit who caused all of this financial loss, pain and suffering is not the mortgage companies.

First Quarter Review 2008
with No Comments

Systemic problems in your portfolio will continue even after the markets rebound.

Tax Freedom Day 2008
with No Comments

If the federal tax cuts expire, we will have to work an extra week for the government.

529 Plans Help with Estate Planning
with No Comments

A $360,000 investment can remove over $2 million from their taxable estate, savings $900,706 in estate taxes.

Decide to Be Rich
with 1 Comment

It used to be that becoming a millionaire was regarded as a huge achievement. In today’s dollars, however, it is fairly trivial. The new rich is over $5 million.

Ignore Daily Financial Noise
with No Comments

Investors are fickle. Investing should not be. When your investments go down, even slightly, you may be tempted to make poor choices.

Gold Mining Companies Glitter More Than Bullion
with No Comments

Gold may glitter, but it is still better to own the mine.

Life Insurance: Determining Your Need
with No Comments

Avoid debt and don’t burden your family with any expenses after you are gone.

Remember to Fund Your Roth IRA
with No Comments

Historically, income taxes have not been this low since 1931.

Loss Aversion
with No Comments

Psychologists suggest we feel a loss about 2.5 times as much as an equivalent gain. Even with a brilliant investment plan, it takes diligence to overcome our emotional biases and avoid making investing mistakes.

Eliminate the Capital Gains Tax
with No Comments

The correct rate for the capital gains tax is zero, zip, nada. Perhaps it is even negative!

Learning to Live on Your Own, Part 2
with No Comments

Here we offer some sound advice on how to put the money you’ve saved to work for you.

1 189 190 191 192 193 194 195 207

Like what you read? Subscribe to our newsletter!