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

Gifting Your Gains Can Save You Money
with No Comments

No matter what worthy organizations you support, you can give up to 15% more if you give them appreciated stock instead of cash.

California’s Recall Is A Warning To Us All
with No Comments

Despite your political persuasion, Governor Gray Davis shows how even the golden goose can be cooked. His mistakes rightly deserve the ridicule he has received.

Investment Losses Can Save You Money
with No Comments

October is a good time to review your portfolio for investments that can be sold for a loss.

Slow and Steady Wins the Race
with No Comments

You can learn a lot about financial management from snapping turtles.

How Risky Do You Want To Be?
with No Comments

“Bet on red.” replied my mother, “Now, let’s talk about how much risk you want to take.”

The Implications Of A Sharply Rising Money Supply
with No Comments

Inflation ultimately has to rise and keep pace with increases in the money supply.

The Use of Covered Call Options
with No Comments

It is usually better to be a seller of options than a buyer of options.

Five Reasons To Invest Outside The US
with No Comments

All investors should have a certain measure of foreign investments. That may sound scary, but not as scary as putting all your eggs in one country’s basket!

Am I Diversified?
with No Comments

While everyone agrees that you should be diversified, it is important to know what your manager means by the term “diversified.”

Financial Planning Beyond Your Wedding Day
with No Comments

In addition to registering for a blender and picking floral arrangements, make sure that your marriage has the financial accounts and monetary habits necessary to meet your shared financial goals.

Tax Cuts For Those Who Pay
with No Comments

The people who pay the highest taxes get the most benefit from a tax reduction. Tax them too much, attack them for being wealthy, and they just may not show up at the table anymore.

Tax Freedom Day 2003 Arrives in Virginia on April 15th
with No Comments

If you add the costs of complying with government regulations, the cost to society is over 50%. Imagine the economic boom if the other half of workers’ labor were set free to boost productivity!

The History of Mutual Funds
with No Comments

Today, we have 8,269 mutual funds. About one-third of all common stocks are held in mutual funds.

Don’t Tax Dividends Twice
with No Comments

The current distorted tax system has resulted in a steady decline of dividend payouts over the past two decades and was a major contributing factor in the stock market bubble of 1999 and recent three-year bust.

Will The U.S. Go The Way Of Japan?
with No Comments

In the US we allow companies to go bankrupt when they cannot succeed in business.

1 204 205 206 207 208 209

Like what you read? Subscribe to our newsletter!