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

Who Should Own My Child’s 529 Account to Assist the FAFSA?
with No Comments

With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.

Can I Deduct a 529 Contribution to an Account I Don’t Own?
with No Comments

Unfortunately, the answer is that you cannot. The 529 account owner receives any state tax deductions for contributions make to their account.

We Added 2 New U.S. Stock Sectors to Our Allocations
with No Comments

We decided to add two new sectors after generating several hundred efficient frontier graphs of various United States classifications, industries, and sectors over a variety of time periods.

What About The Traditional 60/40 Portfolio?
with No Comments

In our age-appropriate asset allocation models, we don’t recommend a 60/40 portfolio until you are between age 80 and 87.

How to Claim Your Virginia State Tax 529 Contribution Deduction
with No Comments

Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.

Radio: How COVID-19 Changed Real Estate
with No Comments

City real estate will be a little less expensive and suburbs and the countryside will be a little more expensive.

How to Self-Insure for Long-Term Care Health Expenses
with No Comments

If you save this target, your assets have a better chance of seeing you all the way to the end.

Risk-Return Analysis of Freedom Investing
with No Comments

In this article, I am reviewing the quantitative measurements and performance metrics of Freedom Investing to see how its risk and return compare to the EAFE Index, its benchmark.

Schwab Mobile App: Transfer Money Between Accounts
with No Comments

The Schwab mobile app gives you the ability to transfer money between your accounts at Schwab within moments.

Radio: David John Marotta On ‘Real Estate Matters’ with Michael Guthrie
with No Comments

On November 16, 2019, David John Marotta appeared on “Real Estate Matters” with Michael Guthrie.

Stay Invested After Volatile Quarters
with No Comments

This data shows that there is no historical justification for selling to cash during volatile market movements.

How to Designate Your Donor Advised Fund as a Beneficiary of Your IRA
with No Comments

You may or may not want to leave anything to your favorite charity. However, if you do, there are often advantages to using a Donor Advised Fund over designating the charity directly.

How to Move Cash Between Your Schwab Accounts
with No Comments

Charles Schwab provides many convenient features for managing your accounts online. One of those features allows you to move cash between your Schwab accounts with just a few clicks.

Comparison Charts Are Meaningless
with No Comments

They vary in the slope, depth, and duration of the downturn.

1 2 3 4 5 6 173

Like what you read? Subscribe to our newsletter!