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

Belle Didn’t Really Love Scrooge
with No Comments

Belle measures Ebenezer’s love for her by what he spends on her directly. Investments count for nothing.

Tax Planning Tips for 2006
with No Comments

In order to make full use of these tax-saving tips, be sure to visit your tax professional before year’s end. Once January 1st rolls around, there’s little else you can do but pay up.

Cyber Monday
with No Comments

This year, the busiest day will likely be two weeks later on Monday, December 11th.

Tax Planning for Small Business Owners
with No Comments

Solo 401(k)s permit you to contribute to the plan both as the “employer” and as the “employee.”

Conservation Easements
with No Comments

Before executing a conservation easement donation, you should be certain that it is in line with your financial goals.

NAPFA Consumer Education Foundation
with No Comments

Fewer than 20 percent of investors are financially literate.

P/E Ratio
with No Comments

P/E ratio tells you how many dollars you have to invest to receive $1 in earnings.

Roth IRA vs. the Traditional IRA
with No Comments

Historically income taxes have not been this low since 1931.

Virginia Is For Business Lovers
with No Comments

More businesses migrate across state borders than national borders.

Qualified 529 Spending
with No Comments

Virginians can take a $2,000 state tax deduction simply by flowing their money through a 529 account for a day.

Reverse Mortgages Are A Last Resort
with No Comments

Although the lender almost always wins, a reverse mortgage does offer a Band-Aid solution to pending cash flow problems.

David John Marotta: What Is A Contrarian?
with No Comments

The markets are brilliant long-term, but short-term they have the IQ of a gnat.

George Marotta: What Is A Contrarian?
with No Comments

Buy when there is blood on the street and sell on the sound of the trumpet.

ARM Yourself For Mortgage Rate Increases
with No Comments

The party’s over for home owners who sought the lower initial payments of ARMs.

1 195 196 197 198 199 200 201 209

Like what you read? Subscribe to our newsletter!