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.
Radio: Secrets of Financial Harmony in Marriage
on May 6, 2008
with No Comments
How to structure your finances to love and respect your spouse.
Subprime Lending
on May 5, 2008
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
on April 28, 2008
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Systemic problems in your portfolio will continue even after the markets rebound.
Tax Freedom Day 2008
on April 21, 2008
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If the federal tax cuts expire, we will have to work an extra week for the government.
529 Plans Help with Estate Planning
on April 14, 2008
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A $360,000 investment can remove over $2 million from their taxable estate, savings $900,706 in estate taxes.
Decide to Be Rich
on April 7, 2008
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
on March 31, 2008
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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
on March 24, 2008
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Gold may glitter, but it is still better to own the mine.
Life Insurance: Determining Your Need
on March 17, 2008
with No Comments
Avoid debt and don’t burden your family with any expenses after you are gone.
Remember to Fund Your Roth IRA
on March 10, 2008
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Historically, income taxes have not been this low since 1931.
Loss Aversion
on March 3, 2008
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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
on February 22, 2008
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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
on February 18, 2008
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Here we offer some sound advice on how to put the money you’ve saved to work for you.
Learning to Live on Your Own, Part 1
on February 11, 2008
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If you’re like most of today’s college graduates, you may find yourself ill prepared for the real world of financial responsibility. You never saw how your parents lived when they were first married and struggling. Consequently, you may be basing your after-school expectations on an upper-middle-class lifestyle. Here is my financial advice for those of you learning to live on your own.
For Now, Avoid Real Estate Investment Trusts
on February 4, 2008
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Just over two years ago, we warned our readers that real estate prices might be peaking and ready to correct.