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

Hedge Funds Aren’t Worth The Risk Part 1 – What Are Hedge Funds?
with No Comments

As Hedge funds grow in popularity, beware of following the lemmings.

Rocks and Sand – Keeping Expense Ratios Low
with No Comments

Good portfolios have low expense ratios and minimal trading costs.

Ruling Allows Broker Conflict of Interest
with No Comments

Currently, stockbrokers can offer the same services as Fee-Only financial planners without being accountable to the same fiduciary standards. This exemption to the Investment Advisers Act of 1940 has been called the “Merrill Lynch rule.”

Fifty+ Retirement Investing – Part 3
with No Comments

We are gradually becoming our grandparents.

Fifty+ Retirement Products – Part 2
with No Comments

Marketing promises and good friends often cloud the facts.

Fifty+ Retirement Planning – Part 1
with No Comments

Many people are afraid of having their retirement progress assessed.

Look Over Your Tax Return
with No Comments

Decreasing your standard of living is the quickest path toward retirement.

You’re Fired! Now Get to Work!
with No Comments

“You’re fired!” can be an opportunity to work for yourself. But the best two words you might hear are yourself saying, “I quit.” Working for yourself is risky and frightening, but the financial freedom and opportunities you gain are significant.

Taxes are NOT Funny
with No Comments

“April is the month,” one wit noted, “when the green returns to the lawn, the trees and the Internal Revenue Service.”

Tax Freedom Day Arrives on April 17th, 2005
with No Comments

Two hours and twenty minutes of every eight hour day go to pay taxes. Three minutes go toward personal savings.

You Too Can Become A Billionaire (2005)
with No Comments

On your way to becoming a billionaire, the million markers become commonplace.

Budgeting Part 3: Reduce Your Spending
with No Comments

Spending less money isn’t an end it itself. Directing your spending to what you truly value is what is important.

Budgeting Part 2: Living On A Family Budget
with No Comments

Keeping control of your finances means that you can have more fun with your money.

Budgeting Part 1: Creating A Family Budget
with No Comments

“Do I really want to spend my money in this way?”

Why We Need to Fix the Social Security Program Now
with No Comments

The argument that workers might make mistakes is strange in light of the gross errors made by the government itself.

1 199 200 201 202 203 204 205 209

Like what you read? Subscribe to our newsletter!